Internal:

• Develop an internal network by partnering up with our internal stakeholders for a more holistic solution approach in estate & legacy planning
• Meet prospects / clients / colleagues to introduce wealth planning solutions for potential cross selling opportunity
• Resolve complex enquiries on fiduciary / insurance related matters to ensure clients satisfaction
• Organize workshop / seminar / training to internal stakeholders advising of any latest landscape change / tax implication / regulation alternation etc. for educational purpose
• Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning

External:

• Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 3rd parties for business collaboration externally
• Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
• Promote wealth planning branding of the Group in all areas ensuring Connect

Financial:

• Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time
• Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
• Formulate sales strategy to optimize the sales capacity and efficiency
• Expand various distribution channels primarily in HK and also regionally to broaden its exposure in order to achieve the sales target
• Enhance product range to cater for ever-changing complex wealth planning needs
• Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity

Job Requirements:

• Bachelor’s degree or above from Finance or related discipline
• Minimum 10-15 years’ working experience in providing holistic solution approach in estate and legacy planning and wealth planning solutions preferably in the insurance or banking industry
• Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
• Strong relationship development/management, communication and presentation skills
• Demonstrated ability to multi-task and work under extreme deadlines