Our client is a globally recognised provider of insurance-based wealth solutions, serving Ultra High Net Worth (UHNW) individuals, families and professional advisers worldwide.
As part of its continued investment in Asia, the business is seeking an experienced business development professional to help expand its presence across the region by developing strategic relationships and introducing sophisticated insurance-led wealth planning solutions.
This is an entrepreneurial opportunity for someone who enjoys building businesses, opening new markets and developing long-term partnerships.
Key Responsibilities
- Develop and execute business development strategies to grow the firm’s presence across Asia.
- Originate new business opportunities through strategic relationship building.
- Build trusted partnerships with:
- Family Offices
- Multi-Family Offices
- Trustees
- Trust Companies
- Private Client Lawyers
- External Asset Managers (EAMs)
- Private Banks
- Tax Advisers
- Wealth Planning Professionals
- Position insurance-based wealth solutions as part of holistic wealth preservation, succession and estate planning discussions.
- Identify opportunities where Private Placement Life Insurance (PPLI), Variable Universal Life (VUL), Universal Life and related insurance solutions can support UHNW client objectives.
- Work closely with internal technical and product specialists to structure bespoke client solutions.
- Represent the organisation at industry events, conferences and client meetings.
- Develop long-term referral partnerships and strategic distribution channels.
- Provide market intelligence and contribute towards the continued growth of the Asia business.
What We’re Looking For
We are seeking an experienced relationship builder with a proven ability to develop new business within the UHNW wealth ecosystem.
You will ideally possess:
- Strong business development and relationship management experience.
- Existing network across Family Offices, Trustees, Private Client Lawyers, External Asset Managers (EAMs), Private Banks and Wealth Management firms.
- Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
- Strong understanding of wealth preservation, succession planning, estate planning and cross-border wealth structures.
- Exposure to insurance-based wealth solutions such as Private Placement Life Insurance (PPLI), Variable Universal Life (VUL) or Universal Life would be advantageous.
- Entrepreneurial mindset with the ability to develop business independently.
- Excellent stakeholder management and influencing skills.
Candidates from specialist insurers, trust companies, private banks, wealth management firms, family offices, insurance brokers or external asset managers are encouraged to apply.
Professional qualifications such as STEP/TEP or significant trust and fiduciary experience will be highly regarded.
Why Join
- Opportunity to build and shape the Asia business from the ground up.
- Work directly with senior regional leadership.
- Engage with some of Asia’s most sophisticated UHNW clients and professional advisers.
- Highly consultative, relationship-driven environment with significant autonomy.
- Exposure to complex cross-border wealth planning and insurance-based wealth structuring solutions.
- Long-term career growth as the regional platform continues to expand.
What’s Different About This Role
This is not a traditional insurance sales position.
Success will be driven by your ability to build trusted relationships, develop strategic partnerships and position insurance-based wealth solutions as part of broader wealth preservation and succession planning conversations. While product knowledge is valuable, the business places greater emphasis on commercial acumen, relationship-building capability and the ability to originate new opportunities within the UHNW market.
