[Estate Planning Consultant] Singapore Visa Sponsorship

About Us

Join a company with over four decades of industry experience, we are a trusted wealth planning partner to many of the world’s most respected private banks, family offices, and legal and tax advisory firms. As an independent insurance broker, we specialise in sourcing and structuring bespoke insurance solutions for ultra-high-net-worth individuals across the globe.

Our team has an established presence in key international financial centres across Asia, Europe, the Middle East, and the United States. We are committed to delivering holistic solutions, ensuring our clients’ broader insurance needs — from fine art and collectibles to complex specialty risks — are seamlessly addressed through a global network of expertise.

We are proud to be part of a wider international group that brings together entrepreneurial teams and world-class talent from around the world. As one of the largest independent brokerage groups with a truly global footprint, our philosophy is simple: put people first, build long-term relationships, and deliver meaningful value to clients through collaboration, independence, and specialist knowledge.

Job Responsibilities

• Develop relationships with referral sources within the EPC’s assigned territories
• Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products
• Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
• Present the Company’s planning concepts and life insurance products to prospects
• Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system
• Participate in other marketing activities as appropriate
• Utilize the Company’s sales management systems and follow all solicitation and compliance requirements

Job Requirements

• Native Japanese 
• Bachelor’s degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
• Experience and knowledge in life insurance and/or HNW space will be preferred
• Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
• Self-motivated and mature individuals who possess a strong drive for excellence
• Passionately committed to developing a long-term career in the industry