HNW Insurance Broker (Offshore)

The role focuses on driving business growth by proactively sourcing UHNW/HNW Offshore clients and delivering end-to-end wealth planning solutions.

Responsibilities

• Provide high-quality, comprehensive wealth planning solutions tailored to UHNW/HNW clients
• Maintain consistent communication and engagement with clients and partners to build strong, sustainable relationships
• Develop new client relationships continuously to support a diversified and well-balanced portfolio

Requirements

• Minimum 4 years of relevant experience, e.g., Premier Relationship Manager, Insurance Broker, or Insurance Specialist
• Experience and strong knowledge of the Offshore North Asia market
• Prior experience managing UHNW/HNW clients and working with Life Insurance products would be advantageous
• Holds CMFAS certifications and RNF certification

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972