Our client is a premier international wealth solutions provider specializing in bespoke, insurance-led structures for ultra-high-net-worth (UHNW) individuals and families. Known for their client-centric approach and commitment to long-term wealth preservation, they are actively expanding their footprint across Asia's key financial hubs.
about the jobIn this pivotal role, you will drive the development and delivery of insurance-based wealth solutions across Asia, with a primary focus on Private Placement Life Insurance (PPLI). Working closely with UHNW clients and their elite advisory networks, you will design and implement sophisticated, cross-border structures that protect and optimize clients’ investment, succession, and governance objectives.
Key responsibilities include:
Client & Intermediary Engagement: Build and sustain trusted partnerships with family offices, private client lawyers, external asset managers (EAMs), and private banks.
Business Development: Originate new opportunities, develop a robust pipeline, and achieve agreed asset under management (AUM) and business targets.
Solution Design & Delivery: Structure and execute bespoke insurance solutions across multiple jurisdictions while maintaining alignment with internal governance and regulatory standards.
Market Development: Act as a brand ambassador at industry events and drive the distribution of thought leadership across the regional wealth landscape.
You will join a highly collaborative, sophisticated, and commercially focused team of wealth structuring experts. The culture values discretion, sound judgment, and a long-term approach to relationship building. You will also have the opportunity to coordinate extensively with international internal teams and top-tier global banking and legal partners.
skills and experience requiredIndustry Experience: Proven track record within private client advisory, private banking, wealth management, or UHNW/PPLI insurance solutions in Singapore and the wider Asian region.
Technical Knowledge: Deep understanding of insurance-based wealth solutions (PPLI), alongside alternative HNW structures such as Trusts, FICs, and Singapore Family Offices. Solid grasp of cross-border tax, investment principles, and regional regulatory frameworks.
Established Network: An active network of existing relationships with private banks, EAMs, family offices, and professional advisers (legal, tax, fiduciary).
Qualifications: Degree in Finance, Business, Economics, or a related discipline. Professional qualifications like STEP, CFA, or CFP are highly desirable.
Language Capabilities: Fluency in English and Mandarin is required to effectively present complex solutions to regional clients and stakeholders.
To apply online please use the 'apply' function, alternatively you may contact Josh (EA: 94C3609/ R1104689)
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