Sales Director (Wealth Planning)

Our Client:

Our client is a leading financial services firm with presence across ASIA, and they are seeking a Sales Director (Wealth Planning) in Singapore. This role focuses on developing and managing high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The position builds a balanced referral portfolio, with emphasis on Greater China and North Asian HNW clients, while providing professional advice on liquidity planning, wealth transfer, insurance needs, and cross-border structures.

Key Responsibilities:

• Build and maintain strong referral relationships with clients and partners, including private banks, family offices and trust companies.
• Develop new client relationships to keep the referral portfolio balanced, with a focus on Greater China and North Asian HNW clients.
• Give professional, high-quality advice on liquidity planning, wealth transfer and insurance needs, including cross-border and offshore structures.
• Meet the annual net revenue target or the amount agreed at the annual review.
• Comply fully with internal compliance policies and MAS regulatory requirements.
• Submit new business documents promptly and accurately.
• Serve existing policyholders well, including timely annual policy reviews.
• Support colleagues in client meetings, medicals and presentations, including Mandarin-language sessions.

Requirements:

• Bachelor’s degree or above in Finance, Business or a related discipline.
• Valid MAS licence (CMFAS modules relevant to life insurance and investment products). Candidates without a current licence must get one after joining.
• At least 8 years in sales or relationship management, preferably in insurance, bancassurance or private banking.
• Proven experience serving Greater China or North Asian HNW clients, including offshore or cross-border business.
• The role involves advising and preparing documents for Mandarin-speaking clients.
• Strong relationship-building, communication and presentation skills.
• Proactive, self-motivated and disciplined, with integrity and real commitment to clients’ needs.
• Able to juggle multiple priorities and meet tight deadlines.

EA Licence No: 23S1615