Sales Consultant

The Sales Consultant role offers the opportunity to provide bespoke wealth planning and insurance-based solutions to high-net-worth (HNW) clients, referring to individuals and families with significant financial assets and complex wealth needs. This role focuses on wealth transfer, legacy planning, liquidity strategies, and client advisory within a specialised international wealth advisory environment, with exposure to high-value complex client cases, a broad multi-provider platform, and collaboration with global offices.

Responsibilities

• Business Development & Client Advisory:

• Develop and manage relationships with high-net-worth individuals and families

• Identify client needs and deliver tailored wealth planning and insurance structuring solutions

• Drive business development through networking, referrals, and client engagement

• Solution Structuring:

• Design and present customised proposals focused on wealth transfer, legacy planning, estate equalisation, liquidity solutions, and asset protection strategies

• Work closely with internal specialists to deliver complex, cross-border solutions

• Stakeholder Collaboration:

• Partner with private banks, insurers, and intermediaries to structure and execute client cases

• Collaborate with internal case managers and support teams to ensure smooth delivery

• Pipeline & Performance Management:

• Build and manage a strong pipeline of opportunities

• Maintain high levels of client engagement and follow-through

• Achieve individual revenue and business targets

Requirements

• 3 to 10 years of experience in private banking, wealth management, financial advisory, insurance consulting, or relationship management with affluent or high-net-worth clients

• Strong client-facing and relationship-building skills

• Experience advising on financial or wealth-related solutions

• Ability to engage sophisticated clients and manage long sales cycles

• Entrepreneurial mindset with strong drive and resilience

• Preferred Qualifications:

• Existing network of high-net-worth or affluent clients

• Experience in life insurance or wealth structuring solutions

• Exposure to cross-border or complex client cases

About the company

A leading company in the financial services industry, this organisation provides wealth planning, wealth transfer, legacy planning, and liquidity solutions for high-net-worth clients. It supports complex client needs through insurance-based advisory solutions and collaboration with financial partners.

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