Life & Wealth Management Business Development, Consultant (Manager for HNW Business)

Responsibilities

• Drive and execute business strategies & proposition for HNW business to promote HNW Ecosystem services and support to achieve the production targets.
• Proactively engage financial planners on HNW products and Ecosystem of Value-Added-Services (VAS), including legacy planning and Premium Financing, through district visits, online / in-person training and one-on-one relationship building.
• Take the initiative to drive and form apetitive edge bank partner ecosystem and liaise with existing and new bank partners on revising bank loan terms and adding new AIA products on their premium financing product lists
• Implement HNW campaigns and other activities to boost sales activities and no. of active financial planners, including but not limited to organizing seminars, forum, district-based training / activity.
• Work closely with L&WM Strategy team to build a holistic financial planning solution strategy, by engaging with EY, Trust, Legal, Wealth Advisors & Case Management to provide one-stop wealth planning services for HNW customers
• Build strong rapport and influence with channel partners to solicit support on various sales initiatives.
• Ensure strict adherence to internalplianceernance guidelines and market regulations.

Minimum Job Requirements :

Others :

Build a career with us as we help our customers and themunity live Healthier, Longer, Better Lives.

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Job ID JR-57243