About the role
Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs.

In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space.
Key Responsibilities

- Provide tailored life insurance solutions based on clients' financial goals and protection needs.




- Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities.
- Participate in joint client meetings and proactively follow up on referrals and leads.
- Build strong relationships with internal stakeholders to drive collaboration and business growth.
- Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.

Skills and Requirements

- Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services.
- Prior experience in life insurance sales or bancassurance is highly preferred.
- Robust sales, relationship management, and communication skills.
- Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

📌 Insurance Broker, High-Net-Worth Insurance & Wealth Solutions (Australia)
🏢 Ethos BeathChapman
📍 Australia