Editorial summary

The company is seeking a High Net Worth (HNW) Wealth Advisory Consultant specializing in insurance brokerage to deliver tailored insurance and financial planning solutions to high-net-worth clients through strategic partnerships. The role involves providing financial advisory support to potential clients via referrals and collaborations. The position offers a salary of approximately $8,000. Candidates can contact Leong Jia Wei for applications and further information.

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

Job description

[This job id 17394 first appeared in Job-Q.com on 30 Jun 2026]

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

jiawei@placement.com.sg

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

An opportunity to deliver customised insurance and financial planning advisory solutions to high-net-worth clients through established strategic partnerships.

Responsibilities

• Provide financial advisory support to potential clients through referrals and collaborations with private banks, family offices, and external asset management partners.
• Develop and nurture strong relationships with clients and partners by understanding their financial goals and providing suitable advisory recommendations.
• Offer wealth planning and life insurance solutions tailored to the needs of high-net-worth and ultra-high-net-worth individuals.
• Perform detailed financial reviews to assess client requirements and recommend suitable products and strategies.
• Create and present professional financial planning and insurance solution proposals to clients and business partners.
• Support existing clients and partners by responding efficiently to general, operational, and technical enquiries.
• Keep updated on market developments, industry practices, and regulatory requirements to maintain compliance with MAS guidelines.
• Take part in training sessions, industry seminars, marketing activities, and partner relationship initiatives.
• Work closely with internal stakeholders to ensure smooth implementation of financial strategies and deliver excellent client experiences.

Requirements

• Minimum 2–3 years of relevant sales experience within financial services, insurance, legal, or similar professional environments.
• CMFAS certifications including M5, M9, M9A, and HI.
• Strong interpersonal, communication, and relationship management skills.
• Experience within an insurance brokerage environment is an added advantage.
• Foundational knowledge of the High-Net-Worth (HNW) or Wealth Management sectors is an added advantage.

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