Position Description
We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.
Key Areas of 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 insurance companies/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 sense command of written English / Chinese and spoken Mandarin, Cantonese and English