High Net Worth Wealth Strategist

1 day ago

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

Position Overview

We are seeking an insurance product specialist (Wealth Planning) to strengthen our product distribution business and promote regular product programs with comfortable starting sizes to increase product penetration.

Key Areas of Responsibilities

  • Develop wealth planning solutions, primarily using insurance/trust products, for high net worth and corporate clients to achieve estate planning, succession planning, and asset protection goals.
  • Act as a subject matter expert in wealth planning and insurance/trust products, supporting both prospects and existing clients.
  • Achieve business objectives by addressing 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.
  • Promote wealth planning and insurance brokerage business through continuous education of stakeholders/clients by preparing informative write-ups.
  • 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 institutions, preferably private banking/wealth management/insurance business in high-net-worth and corporate client segments.
  • Requires extensive knowledge of tax and regulatory matters within jurisdictions of dedicated markets and case management experience is a plus.
  • Solid client-facing experience is a must with a 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 command of written English and spoken Mandarin, Cantonese, and English.

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