Wealth Planner

Key Responsibilities

• Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high net worth individuals and corporate clients for estate planning, succession planning, and asset protection.
• Serve as a subject matter expert on wealth planning and insurance/trust products, assisting both prospective and existing clients.
• Meet business objectives and address client inquiries regarding insurance and trust products through direct meetings and calls.
• Conduct product training sessions and help stakeholders understand the advantages of wealth planning structures and insurance/trust offerings.
• Organize seminars and special events focused on wealth planning for clients.
• Educate stakeholders and clients continuously by creating informative write-ups to promote our wealth planning and insurance brokerage services.
• Collaborate with the marketing team to cultivate strong client relationships.
• Maintain partnerships with external entities such as insurance companies and brokers to support solution design and implementation.
• Build robust working relationships with relationship managers to pinpoint client needs and promote targeted campaigns.

Qualifications

• Bachelor's degree or higher in Finance, Economics, or a related field; professional certifications such as CFP, FLMI, CPA, or FRM are preferred.
• A stable career history with relevant product advisory experience in financial institutions, particularly in private banking, wealth management, or the insurance sector focused on high-net-worth and corporate clients.
• In-depth knowledge of tax regulations and compliance within specific markets; case management experience is a plus.
• Willingness to travel, and a team player with exceptional presentation and analytical abilities.
• High level of judgment and commitment to professional and personal integrity.
• Proficient in written English and Chinese, with spoken fluency in Mandarin, Cantonese, and English.