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