Wealth Planning Advisor
Core
Strategic professional specializing in insurance, providing comprehensive wealth planning advice to high-net-worth clients in Southeast Asia, Greater China/North Asia, or EMEA.
Role type
Senior IC Wealth Planning Advisor (Insurance)
Builds
Customized wealth plans and insurance solutions aligned with client financial goals and regulatory requirements.
Domain
Offshore banking, Wealth Management, Insurance
Required skills
Insurance product expertise, Wealth planning strategies, Regulatory framework knowledge, Client relationship management, Risk assessment, Estate/retirement/legacy planning
Preferred skills
Offshore banking experience, High-net-worth client interaction, Regional travel readiness
Technologies
CMFAS papers (M5, M9, M9A, HI)
Responsibilities
Deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients; Act as a primary subject matter expert on insurance products and regulatory frameworks; Provide in-depth analysis and customized wealth plans; Maintain up-to-date knowledge of industry trends and regulatory changes; Coordinate with internal and external specialists for holistic client advice; Present at client events and educational seminars; Assess and manage risks associated with wealth planning recommendations.