
Strategic Wealth Manager
3 days ago
Our firm seeks a professional with strategic expertise in wealth and risk management for high-net-worth clients. The successful candidate will lead client engagements, design insurance strategies, and collaborate with global insurers to access tailored offerings.
Key Responsibilities- Drive growth and service excellence across Southeast Asia.
- Implement complex planning structures with private banks, external advisors, and internal teams.
- Serve as a technical expert on life products, including premium financing options.
- Build relationships with global insurers to access exclusive UL offerings.
The ideal candidate has 9+ years of experience in life insurance, wealth planning, or brokerage serving HNW/UHNW clients.
Required skills include:
- Knowledge of Southeast Asia's HNW client landscape.
- Understanding of cross-border estate planning and tax-efficient insurance solutions.
- Strong stakeholder management skills with a collaborative approach.
Relevant licenses are preferred but not required.
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