AVP, Estate Planning Consultant

Monroe Consulting Group; Malaysia; On-site; MYR 120,000 - 160,000; Full time

Job summary

A leading recruitment firm in Malaysia is seeking an experienced AVP, Estate Planning Consultant to advise high-net-worth clients on wealth planning and insurance solutions. The role includes building relationships with Private Bankers and managing client interactions. Ideal candidates will have a Bachelor's degree and 5 to 10 years of financial industry experience.

Qualifications

• 5 to 10 years of relevant experience in the financial industry.
• Experience in life insurance and/or HNW space preferred.
• Strong analytical and problem-solving skills.

Responsibilities

• Develop relationships with Private Bankers and Referral Sources.
• Identify and qualify potential prospects for life insurance products.
• Meet with clients to discuss planning concepts.

Skills

Analytical skills

Problem-solving

Communication

Self-motivation

Ambition

Education

Bachelor's degree from a reputable university

Job description

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading international insurance brokerage specializing in employee benefits and private health solutions. Our esteemed client is seeking an experienced professional to join their team as an AVP, Estate Planning Consultant. This position plays a key role in advising high-net-worth clients on wealth planning, succession planning, and legacy management through tailored estate planning and insurance solutions.

Job Responsibilities

• Develop relationships with Private Bankers and other Referral Sources within the assigned territories.
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products.
• Meet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability.
• Present the Company's planning concepts and life insurance products to Prospects.
• Track, manage and follow up on prospective client situations.
• Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company's solutions and potential concepts to fit their client base.

Job Requirements

• Bachelor's degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry.
• Experience and knowledge in life insurance and/or HNW space will be preferred.
• Individuals with strong analytical and problem-solving skills, excellence in communication, driven and ambitious in delivery of results.
• Self-motivated and mature individuals who possess a strong drive for excellence.
• Passionately committed to developing a long-term career in the industry.