UHNW Estate Planning & Life Insurance Advisor

HPW SGP: IPG Financial Services Pte Ltd; Kuala Lumpur; Presencial; MYR 120 000 - 180 000; Tempo integral

Resumo da oferta

HPW SGP: IPG Financial Services Pte Ltd in Kuala Lumpur seeks a seasoned Private Wealth Relationship Manager to develop relationships with Private Bankers and other referral sources, and to present planning concepts and life insurance products to clients.

You'll meet with clients, identify prospects, track cases, and participate in training to keep bankers informed. A Bachelor's degree with 5–10 years in financial services is required; experience in life insurance or HNW is preferred.

Qualificações

• Bachelor's degree from a reputable university with 5–10 years of relevant experience in the financial industry.
• Experience and knowledge in life insurance and/or HNW space preferred.
• Strong analytical and problem-solving skills and excellent communication.
• Self-motivated and mature with a drive for excellence.
• Committed to developing a long-term career in the industry.

Responsabilidades

• Develop relationships with Private Bankers and other referral sources in the EPC's assigned territories.
• Develop leads and prospects by working with Private Bankers and referral sources to identify and qualify prospects for planning and life insurance products.
• Meet with clients (with or without Private Bankers) per 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 Training sessions and keep bankers informed of solutions.

Formação académica

Bachelor's degree

Descrição da oferta de emprego

HPW SGP: IPG Financial Services Pte Ltd in Kuala Lumpur seeks a seasoned Private Wealth Relationship Manager to develop relationships with Private Bankers and other referral sources, and to present planning concepts and life insurance products to clients.

You'll meet with clients, identify prospects, track cases, and participate in training to keep bankers informed. A Bachelor's degree with 5–10 years in financial services is required; experience in life insurance or HNW is preferred.