Legacy Planning & Insurance Strategy Lead

Otium Asia Pte Ltd; Santo Niño 1st; Presencial; PHP 1.200.000 - 1.800.000; Jornada completa

Descripción de la vacante

Otium Asia is recruiting for a Wealth Planning Consultant to develop and maintain relationships with Relationship Managers and internal stakeholders across the region. You will identify, develop, and qualify prospective clients for legacy planning and life insurance solutions, while ensuring compliance and quality service.

The role involves presenting legacy planning concepts, providing consultancy, and coordinating meetings with clients and insurers.

Formación

• Bachelor's degree in Finance, Business Administration, Economics, Insurance, Wealth Management, or related disciplines.
• CFP, ChFC, CLU, CFA or equivalent legacy planning/insurance credentials advantageous.
• Holder of relevant insurance licenses and regulatory qualifications required for conducting insurance brokerage and advisory activities.
• Minimum 8–15 years of relevant experience in private banking, wealth management, insurance brokerage, family office advisory, or high-net-worth client advisory.
• Experience working with Relationship Managers, External Asset Managers (EAMs), private banks, family offices, or affluent/HNW clients would be preferred.
• Strong understanding of legacy planning, life insurance solutions, trust structures, and cross-border client servicing concepts.
• Working experience with international insurance brokerage house(s) would be advantageous.

Responsabilidades

• Develop and maintain strong working relationships with Relationship Managers and internal stakeholders across the region.
• Partner with Relationship Managers to identify, develop, and qualify prospective clients for legacy planning and life insurance solutions.
• Participate in client meetings and provide insurance and legacy planning consultancy solutions in accordance with applicable solicitation and compliance guidelines.
• Present and explain legacy planning concepts, legacy planning strategies, and life insurance solutions tailored to clients' needs and objectives.
• Provide proactive product support, case consultation, and technical guidance to Relationship Managers on insurance and legacy planning solutions.
• Manage and follow up on prospective client cases, including meeting coordination, proposal preparation, correspondence, and maintaining accurate records within internal systems.
• Work closely with insurers, internal operations teams, and compliance teams to ensure smooth execution of business submissions and ongoing servicing requirements.
• Ensure all business activities comply with regulatory, compliance, and operational requirements, including internal solicitation guidelines and documentation standards.
• Support and participate in marketing initiatives, seminars, roadshows, and client engagement activities to promote legacy planning and insurance solutions.
• Utilise internal CRM and sales management systems effectively while adhering to all compliance, risk management, and governance requirements.

Conocimientos

Relationship management

Client engagement

Financial services

Cross-border servicing

Educación

Bachelor's degree in Finance/Business/Economics/Insurance/Wealth Management

CFP/ChFC/CLU/CFA credentials

Insurance licenses and regulatory qualifications

Herramientas

CRM software

Sales management systems

Descripción del empleo

Otium Asia is recruiting for a Wealth Planning Consultant to develop and maintain relationships with Relationship Managers and internal stakeholders across the region. You will identify, develop, and qualify prospective clients for legacy planning and life insurance solutions, while ensuring compliance and quality service.

The role involves presenting legacy planning concepts, providing consultancy, and coordinating meetings with clients and insurers.