Wealth Manager

6 days ago

Singapore THE HACENS TALENT PTE. LTD. Full time $120,000 - $240,000 per year

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

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