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VP - Wealth Planning

Job description

Insurance Company - VP Wealth Planning - Singapore Responsibilities Lead HNW insurance and wealth advisory strategy by delivering tailored solutions aligned to client risk profiles, while driving business growth, partnerships, and market development initiatives. Build and deepen HNW&UHNW client relationships through trusted advisory, end-to-end case management, and collaboration with internal teams and external partners to deliver holistic planning solutions. Champion capability and operational excellence in wealth planning, ensuring seamless integration with other business units and stakeholders. Develop and maintain strong relationships with key clients, partners, and stakeholders to drive growth and revenue. Foster a culture of innovation, continuous learning, and professional development within the team. Provide thought leadership and strategic guidance on wealth planning trends, market developments, and regulatory changes. Collaborate with cross-functional teams to develop and implement effective business strategies, processes, and systems. Ensure compliance with relevant laws, regulations, and industry standards. Drive digital transformation and process improvements to enhance customer experience and operational efficiency. Lead by example, demonstrating a strong work ethic, integrity, and commitment to excellence.

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Company information

Company
RevUp Consulting
Location
Singapore
Singapore
Posted
4 months ago

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