Wealth Planner

Client Relationship Management:

• Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite.

• Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance.

• Collaborate with clients to develop personalized wealth management plans that align with their objectives.

Wealth Planning and Strategy:

• Conduct in-depth client consultations to identify opportunities and provide expert advice on insurance products and wealth planning solutions.

• Analyze and evaluate clients' existing financial portfolios and propose suitable strategies to optimize wealth growth and protection.

• Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice and recommendations.

Product Knowledge and Recommendations:

• Possess comprehensive knowledge of trust, legacy planning, life insurance, health insurance, annuities, and investment-linked products.

• Assess clients' insurance needs and recommend appropriate coverage to mitigate risks and protect their financial well-being.

• Advise clients on investment strategies, asset allocation, and diversification to maximize returns while considering risk tolerance.

Team Collaboration:

• Collaborate closely with colleagues, including relationship managers, underwriters, and investment specialists, to deliver holistic wealth planning solutions.

• Share knowledge, insights, and best practices within the team to enhance overall productivity and client satisfaction