Wealth Planner, HNW insurance and wealth solutions
Core
Develop and manage strategic relationships with internal distribution partners to grow new business and market share in the HNW insurance and wealth solutions sector.
Role type
Senior IC wealth planner (HNW insurance)
Builds
Wealth preservation, legacy planning, and protection solutions for affluent clients
Domain
Life insurance and wealth management
Deliverable
client delivery
Required skills
HNW client needs analysis, life insurance expertise, estate planning, FNA (Financial Needs Analysis), regulatory compliance, business development
Preferred skills
Onshore and offshore client engagement, market trend analysis, personalized solution curation
Responsibilities
Engage and prospect new onshore and offshore clients referred by internal distribution partners, Identify new business opportunities and expand the firm's presence within the affluent client segment, Conduct detailed FNA with clients and curate personalised recommendations & solutions, Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions, Consistently update clients on the latest market trends and information regarding their portfolio, Ensure all business activities comply with regulatory and internal governance requirements