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Reputable Insurer (High-Net-Worth Segment). Key Responsibilities: Client Engagement & Relationship Management: Cultivate deep, long-term relationships with high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations. Collaboration & Specialist Coordination: Partner with external partners (legal, trust, family office) and internal specialists such as tax adviser to deliver integrated, end-to-end financial solutions. Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients' wealth goals. Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives. Partner with 2 other Product Managers, supporting a group of High Net Worth Financial Advisors.
Job Responsibility:
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Collaboration & Specialist Coordination: Partner with external partners (legal, trust, family office) and internal specialists such as tax adviser to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Requirements:
Exiisting RNF. 3-5 years of Insurance Advisory experience, particularly in Universal Life & Investment Linked Products. Bachelor Degree