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Wealth Planning Specialist (Insurance Product), Wealth Management

Wealth Planning Specialist (Insurance Product), Wealth Management

CITIC CLSAHong Kong
16 days ago
Job description

Responsibilities

  • Provide wealth planning solutions, primarily using insurance / trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
  • Act as an expert resource for wealth planning and insurance / trust products, supporting both prospects and existing clients
  • Achieve business goals and address client inquiries regarding insurance / trust products through client meetings and calls
  • Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance / trust products
  • Organize client seminars and special events related to wealth planning
  • Continuously educate stakeholders / clients by preparing write-ups to promote wealth planning and insurance brokerage business
  • Support the marketing team in developing strong client relationships
  • Maintain relationships with external parties such as insurancepanies / brokers to facilitate solution design and implementation
  • Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

  • Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP / FLMI / CPA / FRM is preferred
  • Stable career history with relevant product advisory experience in financial institution preferably private banking / wealth management / insurance business in high-net-worth and corporate client segment
  • Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
  • Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
  • Available to travel and team player with strong presentation and analytical skills
  • Strong judgment and high level of professional and personal integrity
  • Strong cultural sensemand of written English / Chinese and spoken Mandarin, Cantonese and English

    • Job ID JR001274

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