This role is client‑centric and strategic‑focused on building enduring relationships, navigating complex financial landscapes, and helping clients achieve long‑term financial well‑being through investments and protection solutions.
Cultivate deep, long‑term relationships with affluent and high‑net‑worth individuals. Provide relevant investment insights by understanding life goals, financial needs, and generational aspirations.
Drive HNW business drivers. Responsible for the experience and speed of inception of ILP & IUL cases and driving HNW related sales targets.
Actively engage the agency channel to develop new customer segments such as offshore for them to reach the HNW segment goals.
Partner with external Value Added Service partners (legal, trust, family office) and internal specialists such as tax adviser to deliver integrated, end‑to‑end f...