Private Wealth Advisor
About The Position
The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. Providing specialized advice on insurance products and wealth planning aligned with client objectives and risk profiles. Cultivating and maintaining strong, trust-based relationships with HNW clients and their families. Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners. Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments. Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review. Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations.
Requirements
- Degree in Banking, Finance, or related field.
- 10 years+ as a licensed adviser with front line experience and performance record in HNW insurance sales.
- Strong knowledge of life insurance solutions for HNW clients.
- Possess relevant legal, tax, trust and wealth planning qualifications and experience
- Excellent communications and presentation skills.
Nice To Haves
- CMFAS Modules 5, 9, and 9A are an advantage.
- Fluency in Asian languages will be a plus.
Responsibilities
- Developing and managing relationships with HNW, UHNW and corporate clients
- Delivering tailored insurance & legacy planning solutions
- Providing specialized advice on insurance products and wealth planning aligned with client objectives and risk profiles
- Cultivating and maintaining strong, trust-based relationships with HNW clients and their families
- Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners
- Drive HNW & UHNW sales growth as a leader and influencer
- Contribute to Great Eastern HNW developments
- Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review
- Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions
- Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
