Wealth Planning Advisor - IPB
Core
Strategic professional providing comprehensive wealth planning and insurance 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 compliance, high-net-worth client relationship management, risk assessment, market dynamics analysis
Preferred skills
Estate planning, retirement planning, legacy planning, offshore banking experience
Technologies
None stated
Responsibilities
Deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients; Act as primary subject matter expert on insurance products and regulatory frameworks; Provide in-depth analysis and customized wealth plans; Maintain up-to-date knowledge of insurance products, trends, and regulations; Coordinate with internal and external specialists for holistic client advice; Partner with product support teams for solution design and policy implementation; Present at client events and educational seminars; Travel within the region as required; Assess and manage risks associated with wealth planning recommendations
Seniority
Senior, hands-on IC
