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To provide high quality wealth advisory services and support to relationship managers and their clients in line with PWM's business strategies and policy guidelines.
To support the Head of Wealth Planning to drive the insurance referral business and handle the ongoing liaison with the insurance intermediaries and PWM client advisors.
To support and provide training to PWM client advisors on the referral process and product knowledge.
To provide ongoing liaison with the clients, PWM client advisors, trustees and insurance intermediaries etc. in respect of their existing wealth planning structures and insurance arrangements.
Good knowledge on wealth planning solutions especially trusts and insurance
At least 5 years of experience in a similar role in a private bank or trust company or insurance broker or insurance company preferably with a degree qualification and other related professional qualifications (e.g. TEP, CPA etc.);
Good interpersonal, management and presentation skills
Fluent in English, Cantonese and Mandarin
At least 5 years relevant working experience in a similar role in the industry