Sales Consultant (HNW Wealth & Insurance)

on May 25, 2026

[Job ID: 1613960]

About the Role:
Join our team as a Sales Consultant, where you will provide bespoke wealth protection and insurance solutions to high-net-worth clients. This role focuses on building lasting relationships with HNW individuals and referral partners, offering tailored advice on liquidity planning and insurance.

Responsibilities:

  • Develop and maintain strong relationships with HNW clients and referral partners
  • Provide professional advice on wealth protection, insurance, and liquidity planning
  • Build a sustainable pipeline of prospective clients and referral sources
  • Achieve annual revenue targets and performance benchmarks
  • Ensure full compliance with MAS regulations and internal policies
  • Maintain accurate client records and submit documentation promptly
  • Conduct regular policy reviews and provide ongoing client servicing

Requirements:

  • Prior experience serving High-Net-Worth (HNW) clients
  • Proven track record in achieving sales or revenue targets
  • Registered and Notified Representative (RNF) with MAS
  • Relevant CMFAS certifications: M5/RES5, M9, M9A, Health Insurance
  • Cross-border wealth or insurance planning experience is an advantage

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
  
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
  
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