about the company
Reputable Insurer (High-Net-Worth Segment)
about the job
Key Responsibilities:
- Client Engagement & Relationship Management:
- Cultivate deep, long-term relationships with high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations.
- Collaboration & Specialist Coordination: Partner with external partners (legal, trust, family office) and internal specialists such as tax adviser to deliver integrated, end-to-end financial solutions.
- Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients wealth goals.
- Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives.
about the manager/team
- Partner with 2 other Product Managers, supporting a group of High Net Worth Financial Advisors.
skills and experience required
Existing RNF. RES 5, M8, M8A, M9, M9A. 3-5 years of Insurance Advisory experience, particularly in Universal Life & Investment Linked Products.
