Wealth Management Consultant, HNW (Salaried)
Core
Financial planning and sales execution for High Net Worth clients, managing the full sales cycle from inquiry to policy inception and servicing.
Role type
Wealth Management Consultant (Sales/Producer)
Builds
Insurance policies and wealth accumulation products for HNW clients
Domain
Insurance / Wealth Management
Required skills
Financial planning, sales execution, client portfolio management, HNW case management, estate planning knowledge, trust services knowledge
Preferred skills
CMFAS M5, M9, M9A, HI certifications
Technologies
CRM systems, financial planning tools
Responsibilities
Perform financial planning exercises with clients, manage inquiries and referrals from partners, ensure seamless customer experience from application to policy inception, attend to client servicing queries and complaints, provide financial advice based on client needs, recommend wealth accumulation and legacy planning solutions, drive company initiatives like lead generation campaigns, participate in sales training and CPD courses
Seniority
Mid-level, individual contributor