Wealth Manager, HNW
Core
Drive growth in the Affluent and High Net Worth (AHNW) business by leading sales initiatives, training, and support for Agency and AFA sales forces.
Role type
Senior Business Development Manager (Wealth Management)
Builds
Sales platforms, AHNW business growth, and Prestige Club member retention
Domain
Financial Services / Insurance / Wealth Management
Deliverable
product features
Required skills
Business development, Case management, Sales strategy, Training delivery, Campaign execution, Client relationship management, Market analysis, Product knowledge (Wills, Trusts, Financing, Family Offices), Cross-functional collaboration
Preferred skills
Offshore business experience, Digitalisation initiatives, Marketing material development
Technologies
Wills, Trusts, Financing, Family Offices, Offshore Regions sales tools
Responsibilities
Foster rapport with Agency and AFA Sales force to meet growth targets; Engage Agency and AFA Leaders and FCSs via Districts Meetings for updates and training; Provide support on AHNW business through Case Discussions and Case Management; Drive and support Offshore business opportunities; Identify and develop new business opportunities or leads generation ideas; Design, Execute and Monitor AHNW sales related activities and campaigns; Liaise with Operational teams for AHNW new business applications; Work with Clusters and Districts to increase awareness of the Club and retention rate; Develop and update sales aids & marketing materials.
Seniority
Mid-Senior, hands-on IC