Director, High Net Worth Client Professional Support
Core
Lead High-Net-Worth (HNW) specialist providing expert advisory support on complex wealth planning and insurance solutions for HNW clients.
Role type
Senior IC wealth planning and insurance solutions specialist
Builds
Sophisticated client solutions involving wealth preservation, succession planning, trust structures, taxation, and cross-border planning
Domain
Insurance and Wealth Management
Required skills
Wealth structuring, legacy planning, trust structures, taxation, cross-border planning, stakeholder engagement, market trend analysis, business growth strategy
Preferred skills
Coaching, case consultation, training, knowledge-sharing, strategic partnership development
Technologies
N/A
Responsibilities
Lead the design and execution of complex HNW client solutions; Act as the subject matter expert for HNW advisory; Support and develop HNW capabilities across the organization; Collaborate with internal and external stakeholders to develop differentiated HNW propositions; Monitor market trends, regulatory developments, and emerging client needs; Partner with distribution leaders and advisors to support client acquisition and business growth
Seniority
Senior, hands-on IC
