Wealth Planning Specialist (Insurance Product), Wealth Management | 人才服务办公室

职位描述

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