Product Specialist, Product & Investment Solutions, Wealth Management

Responsibilities

• Provide wealth planning advisory services to HNW clients on cross border asset holding structure, estate planning, succession planning, and asset protection issues
• Act as an expert resource for trust / insurance products, supporting both prospects and existing clients
• Establish relationship and work closely with external parties such as tax advisors, law firms, trust and insurancepanies / brokers to facilitate the design and implementation of solutions
• Serve as a technical, marketing and developmental expert and resource on matters of wealth planning, both for prospects and existing client relationships
• Stay current in taxation / trust / insurance knowledge and other new developments in various offshore jurisdictions
• Provide ongoing education and handle enquiries from / to marketing team on trust and insurance products
• Support sales team through client call / meeting to enhance client experience and business results
• Prepare write-ups to promote wealth planning business
• Share wealth planning topics in various client events

Requirements

Job ID JR001694