Business Development & Strategic Partnerships – HNW insurance and wealth solutions

About the job

The role will focus on developing strategic referral partnerships across the private wealth ecosystem and generating new business opportunities through professional intermediaries.

• This is not a sales role.*

Key Responsibilities

Develop and manage referral partnerships with private banks, family offices, trust companies, law firms, accounting firms and other professional intermediaries.

Generate HNW/UHNW business opportunities through strategic partnerships and referral channels.

Identify client wealth planning needs and facilitate appropriate solutions through professional partners.

Build and maintain strong relationships across the private wealth ecosystem.

Represent the business at industry events, networking forums and client seminars.

Support the growth and development of a newly established business platform.

Requirements

Minimally 6 years of relevant experience within business development, private banking, wealth management, trust/fiduciary services, insurance, family office or professional services.

Strong understanding of the Thai Market is a plus.

Strong network of professional intermediaries and referral partners.

Good understanding of trust structures, estate planning, succession planning and wealth preservation.

Proven ability to originate business and develop strategic relationships.

Strong communication, networking and stakeholder management skills.

Entrepreneurial, self-driven and comfortable working within a growing business.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112