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Planner -

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

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