Editorial summary

The company, an international insurance broker in Singapore, is seeking an Estate Planning Consultant to join its expanding team. The role involves building relationships with Private Bankers and referral sources, identifying high-net-worth client opportunities, and presenting tailored estate planning and life insurance solutions. Candidates should have strong interpersonal skills and the ability to collaborate effectively with banking partners. The position offers a salary of 10,000 SGD.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 25692 first appeared in Job-Q.com on 16 Aug 2026]

Our client, an international insurance broker in Singapore is looking for candidate to join their expanding business as an Estate Planning Consultant.

Key Responsibilities:

• Build strong relationships with Private Bankers and key referral sources
• Work closely with bankers to identify and develop HNW client opportunities
• Meet clients and present tailored estate planning and life insurance solutions
• Manage and follow up on prospective client opportunities
• Partner with Private Bankers through training, engagement and ongoing collaboration
• Keep bankers updated on relevant solutions and concepts for their clients

The ideal candidate will possess the following:

• Bachelor’s degree
• 5+ years of relevant experience within financial services
• Experience in life insurance, estate planning or the HNW / Private Wealth space is preferred
• Strong communication, analytical and problem-solving skills
• Commercially driven, proactive and results-oriented
• Mature, self-motivated and committed to building a long-term career in the industry

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to . Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

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