Associate Director, HNW Wealth Planning Consultant (Agency Channel)

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our professionals with the resources to solve critical problems for the future of our business, which is why we need you.

Position Responsibilities:

• Develop and execute a sales strategy to generate new business opportunities within the high-net-worth market segment through agency channel
• Partner with experienced agents to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions on their high-net-worth portfolios
• Provide support to agents through coaching on HNW Legacy Planning solution including products knowledge of Trust, Will and Power of Attorney Writing, etc.
• Launch campaigns and other activities to boost sales activities and no. of active agents, including but not limited to organizing seminars, forum, district-based training/activity
• Ensure strict adherence to internal compliance/governance guidelines and market regulations.
• Stay up-to-date with industry trends, market developments, and regulatory requirements.

Required Qualifications:

• University degree or above
• Over 8 years related HNW business experience focusing on private client solution, wealth planning solution, or trust solution.
• Experience in using Insurance and Fiduciary structure (e.g offshore trust) as planning tools
• To help our channel stakeholders (e.g. agency force) understand the benefits of legacy planning structures and in the administrative and technical aspects of these structures
• To work into building good relationship with professional intermediates in the private wealth sector, e.g. Trust specialist, accountants and lawyers
• Familiar with HNW insurance market landscape, especially in the Mainland Chinese Market.
• To drive and execute initiatives from firmwide perspective in the HNW/Private Client segment
• Good understanding of the international development impacting HNWIs
• Private banking Wealth Planner, Tax Advisory, or Trustee experience preferred
• Result orientated with emphasis on customer and quality
• Good analytical and problem-solving skills
• Strong interpersonal and communication skills as well as presentation skills (visual and verbal)
• Significant level of risk, sales quality, and compliance awareness
• Fluent in Chinese, Putonghua, and English
• Professional insurance qualifications and licenses is an advantage
• Candidate with less experience will consider as Senior Manager

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.