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Reporting to CEO Singapore, the incumbent will work with internal stakeholders to deliver quality service to clients.
Job Responsibility:
Develop an internal network by partnering up with our internal stakeholders for a more holistic solution approach in estate & legacy planning
Meet prospects/clients/colleagues to introduce wealth planning solutions for potential cross selling opportunity
Resolve complex enquiries on fiduciary/insurance related matters to ensure clients satisfaction
Organize workshop/seminar/training to internal stakeholders advising of any latest landscape change/tax implication/regulation alternation etc. for educational purpose
Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning
Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out to 3rd parties for business collaboration externally
Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
Promote wealth planning branding of the Group in all areas
Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time
Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
Formulate sales strategy to optimize the sales capacity and efficiency
Expand various distribution channels primarily in HK and also regionally to broaden its exposure in order to achieve the sales target
Enhance product range to cater for ever-changing complex wealth planning needs
Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity
Requirements:
Bachelor’s degree or above from Finance or related discipline
Minimum 10-15 years’ working experience in providing holistic solution approach in estate and legacy planning and wealth planning solutions preferably in the insurance or banking industry
Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
Strong relationship development/management, communication and presentation skills
Demonstrated ability to multi-task and work under extreme deadlines
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