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Legacy Wealth Management - Will & Trust (Sr Mgr, Top Insurer Corp Staff)
Cornerstone Global Partners
January 5, 2020
Your New Role:
Provide support to sales teams on sales strategies for wealth management business to achieve the production targets, including risk management, wealth legacy, preservation & accumulation, retirement planning etc
Support in HNW client meetings with sales teams to advise on wealth management will and trust related matters with the aim of acquiring new businesses
Coordinate with trustees, tax & legal consultants and other vendors to deliver related services and responds to client service requests
Develop and provide related training, sharing sessions and communication materials to sales teams
Bachelor degree or above with minimum 4 years of experience in HNW wealth advisory
Strong knowledge in trust, tax and estate planning
Experience in using insurance products as planning tools
Professional designation with insurance focused, like CFP, RFC, ChFC etc is preferred