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Wealth Manager
2 weeks ago
Internal 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 External Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 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 ensuring Connect Financial 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 Job 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 #J-18808-Ljbffr
