Head of HNW Sales & Advice
An international wealth and insurance business is seeking an experienced professional to support the development and delivery of bespoke, insurance-based wealth solutions across Asia, with a particular focus on Private Placement Life Insurance (PPLI).
Working with UHNW clients, family offices and professional advisers, the role will help design and implement tailored, cross-border solutions aligned to clients’ investment, succession and wealth-planning objectives.
You will play an important role in developing the business across Asia through strong intermediary relationships, new business development and the effective execution of complex, multi-jurisdictional cases.
Key Responsibilities
Client & Adviser Relationships
- Build and maintain trusted relationships with UHNW clients, family offices and professional advisers.
- Act as a trusted partner in the delivery of insurance-led wealth and succession planning solutions.
- Develop long-term relationships across the private wealth ecosystem.
Business Development
- Identify and originate new opportunities across insurance-based wealth solutions, including PPLI.
- Develop a strong pipeline through existing networks and targeted business development.
- Contribute to agreed new business and asset targets.
- Leverage relationships across banking, legal and professional adviser networks to generate opportunities.
Intermediary Engagement
- Develop and maintain relationships with:
- Private banks
- External Asset Managers (EAMs)
- Family offices
- Lawyers and tax advisers
- Trustees and fiduciaries
- Position insurance solutions within broader wealth structuring and succession strategies.
Solution Design & Delivery
- Support the structuring and implementation of bespoke insurance solutions across multiple jurisdictions.
- Coordinate with internal teams and external partners, including insurers, custodians and investment managers.
- Ensure solutions are delivered in accordance with regulatory, governance and compliance requirements.
Market Development
- Represent the business professionally with clients, intermediaries and industry contacts.
- Support the development and distribution of market and product insights.
- Maintain a strong understanding of developments across the Asian wealth, insurance and regulatory landscape.
Experience & Skills
Relevant Experience
- Strong background in one or more of:
- Private banking
- Wealth management
- UHNW insurance solutions
- Private Placement Life Insurance (PPLI)
- Proven experience working with HNW/UHNW clients and their advisers.
- Experience in Hong Kong, Singapore and/or the wider Asian wealth market.
Technical Knowledge
- Strong understanding of insurance-based wealth solutions, including PPLI and variable life structures.
- Knowledge of related wealth-planning structures such as trusts, FICs and Singapore family offices.
- Good understanding of investment and portfolio-based solutions.
- Knowledge of cross-border wealth planning, including succession and tax considerations.
- Familiarity with relevant regulatory frameworks across Asian jurisdictions.
Network
- Established relationships across some or all of:
- Private banks and EAMs
- Family offices
- UHNW clients
- Legal, tax and fiduciary advisers
Personal Attributes
- Strong relationship-building and interpersonal skills.
- High level of professionalism, discretion and commercial judgement.
- Commercially focused with a proactive approach to business development.
- Able to communicate complex wealth solutions clearly and effectively.
- Collaborative, client-focused and comfortable operating in a sophisticated, multi-party environment.
Qualifications
- Degree in Finance, Business, Economics or a related discipline preferred.
- Relevant professional qualifications such as CFA, CFP or equivalent would be advantageous.
- Appropriate regulatory licensing in Hong Kong and/or Singapore preferred.