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DL

dylan lee

+65 9138 3356

high-net-worth insurance broker consultant
- permanent
about the companyOur client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth. about the job You will be collaborating with Private Bankers to offer total solution services for high net worth individuals, businesses and families with diverse needs. about the manager/teamYou’ll be part of an highly experienced and dynamic team with good teamwork. skills and experience requiredCMFAS Papers, CACS Papers preferr
posted 21 january 2025
about the companyOur client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth. about the job You will be collaborating with Private Bankers to offer total solution services for high net worth individuals, businesses and families with diverse needs. about the manager/teamYou’ll be part of an highly experienced and dynamic team with good teamwork. skills and experience requiredCMFAS Papers, CACS Papers preferr
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director (broker), consultancy & advisory
- permanent
about the companyLeading Insurance Broker about the jobResponsible for conducting annual reviews and policy servicing of existing policies with High Net Worth (HNW) clients by collaborating with private bankers to review and analyse in-force policiesBuild and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clientsWork closely with the private bankers and wealth planners to understand the HNW clients' profile
posted 4 december 2024
about the companyLeading Insurance Broker about the jobResponsible for conducting annual reviews and policy servicing of existing policies with High Net Worth (HNW) clients by collaborating with private bankers to review and analyse in-force policiesBuild and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clientsWork closely with the private bankers and wealth planners to understand the HNW clients' profile
show job details

high net worth insurance broker.

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getting you registered.

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the perfect job for you.

the interview and negotiation.

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dylan lee

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high-net-worth insurance broker consultant

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