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High Net Worth (HNW) Wealth Advisor (2 Years Contract)

Employer
Ambition
Location
Singapore, Singapore
Salary
Negotiable
Closing date
Jan 23, 2025
View more categoriesView less categories
Job Function
Insurance
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Key Responsibilities: -
  • Advise HNW clients on tax related queries for company's issued insurance products.
  • Responsible for the experience and speed of inception of HNW cases and driving HNW related sales targets.
  • Actively engage the agency to develop new customer segments such as offshore for them to reach the HNW segment goals.
  • Plan and organize the onboarding, training, and ongoing engagements with the Private Client Advisers
  • Work with HNW customer segment team on vendors to provide Value Added Services (VAS) for the HNW segment.
  • Launch, track and drive HNW sales through specific incentives or campaigns

The ideal candidate will possess the following: -
  • LLB (Bachelor of Law) or Bachelor of Accounting degree
  • 6-8 work experience as a private wealth tax counsel in one of the established law / accounting firms.
  • Good grasp of private wealth / foreign life insurance tax treatment matters for jurisdictions such as Malaysia, Indonesia, Thailand and China.
  • Excellent verbal and written communication skills, highly developed interpersonal skills - individual, group, written.
  • Strong organizational influencing / development traits
  • Works well in a dynamic environment.
  • Design focused, analytical, resourceful, independent, driven and hands-on with a high level of commitment to delivering.


If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. 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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If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer SGD1,000 or SGD350 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.sg/refer-a-friend

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