about the company
Reputable Insurer (High-Net-Worth Segment)
about the job
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.
about the manager/team
Partner with 2 other Product Managers, supporting a group of High Net Worth Financial Advisors.
skills and experience required
Exiisting RNF. 3-5 years of Insurance Advisory experience, particularly in Universal Life & Investment Linked Products.
To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)
show more
about the company
Reputable Insurer (High-Net-Worth Segment)
about the job
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.
about the manager/team
Partner with 2 other Product Managers, supporting a group of High Net Worth Financial Advisors.
skills and experience required
Exiisting RNF. 3-5 years of Insurance Advisory experience, particularly in Universal Life & Investment Linked Products.
...
To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)
show more