VP - Insurance Product Specialist (Private Banking)

Responsibilities

• Manage and develop the bank's HNW insurance product platform
• Partner with Private Banking Relationship Managers to deliver insurance advisory and solutions to clients
• Support client engagements including insurance planning discussions, product structuring, and presentations
• Drive insurance product penetration across the private banking client base
• Work closely with insurance partners to source and structure suitable products for HNW clients
• Provide product training and technical support to Relationship Managers
• Ensure compliance with regulatory and internal governance requirements
• Ideal Profile
• 8-15 years of experience in insurance product management, insurance advisory, or insurance sales within private banking or wealth management
• Strong knowledge of HNW insurance solutions including wealth protection and legacy planning
• Experience supporting private banking Relationship Managers in client engagements
• CACS certification required
• RNF registration required (or eligible for registration)
• Insurance licenses such as CMFAS M5 / M9 preferred
• Why This Opportunity
• Join a growing Private Banking franchise in Singapore
• Work with an established base of HNW and UHNW clients
• Opportunity to expand and shape the insurance solutions offering within wealth management
• For a confidential discussion , please reach out:
• Glenn Wong ( Glenn.wong@revup-consulting.com )
• Director, Financial Services
• RevUp Consulting
• EA License: 22S1193
• Reg No: R11106685

Additional Information

VP - Insurance Product Specialist (Private Banking) A well-established Asian Private Bank is looking to strengthen its wealth solutions platform in Singapore and is seeking an experienced Insurance Product Specialist to support its growing high-net-worth client franchise. This role will sit within the Private Banking product team , working closely with Relationship Managers to deliver insurance advisory, wealth protection, and legacy planning solutions to HNW and UHNW clients.

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