Client Wealth Executive (Priority Clients HNW)

Responsibilities

• Build and manage relationships with Priority & HNW banking clients.
• Understand clients' financial protection needs and recommend suitable health and insurance solutions.
• Conduct financial needs analysis and provide tailored recommendations.
• Drive bancassurance sales through bank-generated leads, referrals, and outbound engagement.
• Work closely with internal stakeholders to ensure a seamless customer experience from consultation to policy issuance.
• What You'll Receive
• Competitive remuneration: Real basic salary (not KPI-based like traditional insurance agencies), transport allowance, uncapped commissions, and quarterly bonuses.
• Comprehensive onboarding: One-month structured training programme with continuous coaching and development.
• Comprehensive benefits: Medical coverage, health screening, TCM allowance, chiropractic benefits, co-working space access, and more.
• Flexible work arrangement: Hybrid office and mobile-based working environment.

Requirements

• Diploma, GCE A-Level (meeting RNF requirements), or Bachelor's Degree.
• 1-2 years of experience in Financial Advisory, Bancassurance, or financial services sales.
• Able to communicate in Mandarin to serve Mandarin-speaking clients.
• Strong interpersonal, communication, and relationship-building skills.
• Self-driven, sales-oriented, and passionate about helping clients achieve their financial goals.
• CMFAS certifications: RES5, M8, M8A, M9, M9A, and HI.
• ✨ If you're looking to work with an established bank, engage affluent clients, and enjoy uncapped earning potential with a strong support system, we'd love to hear from you.
• We appreciate your interest, and while we'd love to connect with everyone, only shortlisted candidates will be contacted.
• EA Reg No: R25126727
• EA Licence No: 12C6295
• Heng Xin Yun (Carol)

Additional Information

🌟 Client Wealth Executive (Priority Clients | HNW) Ready to build a rewarding career in wealth management? Join a leading international bank and work with Priority & High-Net-Worth (HNW) clients , helping them safeguard their wealth through tailored health and protection solutions. With a consistent pipeline of qualified leads provided, you'll spend less time prospecting and more time building meaningful client relationships and delivering financial solutions. Why Join Us? 💼 Priority & HNW Client Portfolio - Engage with affluent banking customers instead of the mass market. 📞 Qualified Leads Provided - Receive 80-100+ bank-generated leads monthly to support your sales pipeline. 💰 Competitive Earnings - Enjoy a real basic salary, transport allowance, uncapped commissions from your very first sale, plus quarterly performance bonuses. 🚀 Career Progression - Structured career pathways into senior advisory, leadership, or internal specialist roles. ✅ Day One Benefits - Confirmed staff from your first day with no probation period.

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