Wealth Planning Specialist
4 days ago
**Job Overview**
CITIC CLSA is seeking a seasoned Wealth Planning Specialist to strengthen our product distribution business and promote regular product programs with comfortable starting sizes to increase product penetration.
The role involves managing the end-to-end product cycle and relationship building with clients and stakeholders, providing wealth planning solutions primarily using insurance/trust products for estate planning, succession planning, and asset protection.
**Key Responsibilities**
- 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.
**What We Offer**
Our company offers a competitive salary range of $120,000 - $180,000 per annum, depending on qualifications and experience. Additionally, we provide a comprehensive benefits package, including health insurance, retirement plan, and opportunities for professional growth and development.
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