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

Job description

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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