
Insurance Strategist
2 weeks ago
The Senior Insurance Specialist plays a pivotal role in driving growth and service excellence across Southeast Asia.
This strategic position requires an experienced professional with a consultative mindset and a deep understanding of wealth and risk management for private clients, family offices, and high-net-worth individuals.
Main Responsibilities:- Lead client engagements and insurance structuring for HNW and UHNW individuals across key SEA markets.
- Design cross-border insurance strategies for wealth preservation, estate planning, and business succession.
- Collaborate with private banks, external legal/tax advisors, trustees, and internal teams to implement complex planning structures.
- Serve as a technical subject-matter expert on UL and permanent life products, including premium financing options.
- Build and maintain relationships with global insurers to access exclusive and tailored UL offerings.
- Ensure full compliance with regional regulatory requirements and internal best practices.
- 9+ years of experience in life insurance, wealth planning, private banking, or insurance brokerage serving HNW/UHNW clients.
- Solid knowledge of Southeast Asia's HNW client landscape, including cultural, regulatory, and market dynamics.
- Familiarity with cross-border estate planning, wealth structuring, and tax-efficient insurance solutions.
- Strong stakeholder management skills with a collaborative and client-centric approach.
- Relevant insurance or financial advisory licenses preferred (e.g., IBF, IIQE, or equivalent).
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Wealth Strategist
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