HeadofHNWSales&Advice
Aninternationalwealthandinsurancebusinessisseekinganexperiencedprofessionaltosupportthedevelopmentanddeliveryofbespoke,insurance-basedwealthsolutionsacrossAsia,withaparticularfocusonPrivatePlacementLifeInsurance(PPLI).
WorkingwithUHNWclients,familyofficesandprofessionaladvisers,therolewillhelpdesignandimplementtailored,cross-bordersolutionsalignedtoclients’investment,successionandwealth-planningobjectives.
YouwillplayanimportantroleindevelopingthebusinessacrossAsiathroughstrongintermediaryrelationships,newbusinessdevelopmentandtheeffectiveexecutionofcomplex,multi-jurisdictionalcases.
KeyResponsibilities
Client&AdviserRelationships
- BuildandmaintaintrustedrelationshipswithUHNWclients,familyofficesandprofessionaladvisers.
- Actasatrustedpartnerinthedeliveryofinsurance-ledwealthandsuccessionplanningsolutions.
- Developlong-termrelationshipsacrosstheprivatewealthecosystem.
BusinessDevelopment
- Identifyandoriginatenewopportunitiesacrossinsurance-basedwealthsolutions,includingPPLI.
- Developastrongpipelinethroughexistingnetworksandtargetedbusinessdevelopment.
- Contributetoagreednewbusinessandassettargets.
- Leveragerelationshipsacrossbanking,legalandprofessionaladvisernetworkstogenerateopportunities.
IntermediaryEngagement
- Developandmaintainrelationshipswith:
- Privatebanks
- ExternalAssetManagers(EAMs)
- Familyoffices
- Lawyersandtaxadvisers
- Trusteesandfiduciaries
- Positioninsurancesolutionswithinbroaderwealthstructuringandsuccessionstrategies.
SolutionDesign&Delivery
- Supportthestructuringandimplementationofbespokeinsurancesolutionsacrossmultiplejurisdictions.
- Coordinatewithinternalteamsandexternalpartners,includinginsurers,custodiansandinvestmentmanagers.
- Ensuresolutionsaredeliveredinaccordancewithregulatory,governanceandcompliancerequirements.
MarketDevelopment
- Representthebusinessprofessionallywithclients,intermediariesandindustrycontacts.
- Supportthedevelopmentanddistributionofmarketandproductinsights.
- MaintainastrongunderstandingofdevelopmentsacrosstheAsianwealth,insuranceandregulatorylandscape.
Experience&Skills
RelevantExperience
- Strongbackgroundinoneormoreof:
- Privatebanking
- Wealthmanagement
- UHNWinsurancesolutions
- PrivatePlacementLifeInsurance(PPLI)
- ProvenexperienceworkingwithHNW/UHNWclientsandtheiradvisers.
- ExperienceinHongKong,Singaporeand/orthewiderAsianwealthmarket.
TechnicalKnowledge
- Strongunderstandingofinsurance-basedwealthsolutions,includingPPLIandvariablelifestructures.
- Knowledgeofrelatedwealth-planningstructuressuchastrusts,FICsandSingaporefamilyoffices.
- Goodunderstandingofinvestmentandportfolio-basedsolutions.
- Knowledgeofcross-borderwealthplanning,includingsuccessionandtaxconsiderations.
- FamiliaritywithrelevantregulatoryframeworksacrossAsianjurisdictions.
Network
- Establishedrelationshipsacrosssomeorallof:
- PrivatebanksandEAMs
- Familyoffices
- UHNWclients
- Legal,taxandfiduciaryadvisers
PersonalAttributes
- Strongrelationship-buildingandinterpersonalskills.
- Highlevelofprofessionalism,discretionandcommercialjudgement.
- Commerciallyfocusedwithaproactiveapproachtobusinessdevelopment.
- Abletocommunicatecomplexwealthsolutionsclearlyandeffectively.
- Collaborative,client-focusedandcomfortableoperatinginasophisticated,multi-partyenvironment.
Qualifications
- DegreeinFinance,Business,Economicsorarelateddisciplinepreferred.
- RelevantprofessionalqualificationssuchasCFA,CFPorequivalentwouldbeadvantageous.
- AppropriateregulatorylicensinginHongKongand/orSingaporepreferred.
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