Job Description

Otium Asia is a recruitment agency. Our client is looking to hire.

About the role:

Develop and maintain strong working relationships with Relationship Managers and internal stakeholders across the region
Partner with Relationship Managers to identify, develop, and qualify prospective clients for legacy planning and life insurance solutions
Participate in client meetings and provide insurance and legacy planning consultancy solutions in accordance with applicable solicitation and compliance guidelines
Present and explain legacy planning concepts, legacy planning strategies, and life insurance solutions tailored to clients needs and objectives
Provide proactive product support, case consultation, and technical guidance to Relationship Managers on insurance and legacy planning solutions
Manage and follow up on prospective client cases, including meeting coordination, proposal preparation, correspondence, and maintaining accurate records within internal systems
Work closely with insurers, internal operations teams, and compliance teams to ensure smooth execution of business submissions and ongoing servicing requirements
Ensure all business activities comply with regulatory, compliance, and operational requirements, including internal solicitation guidelines and documentation standards
Support and participate in marketing initiatives, seminars, roadshows, and client engagement activities to promote legacy planning and insurance solutions
Utilise internal CRM and sales management systems effectively while adhering to all compliance, risk management, and governance requirements.

Requirements:

Bachelor's degree in Finance, Business Administration, Economics, Insurance, Wealth Management, or related disciplines
Professional qualifications such as CFP, ChFC, CLU, CFA, or equivalent legacy planning/insurance credentials would be advantageous
Holder of relevant insurance licenses and regulatory qualifications required for conducting insurance brokerage and advisory activities in the respective jurisdiction
Minimum 8-15 years of relevant experience in private banking, wealth management, insurance brokerage, family office advisory, or high-net-worth client advisory
Experience working with Relationship Managers, External Asset Managers (EAMs), private banks, family offices, or affluent / HNW clients would be preferred
Strong understanding of legacy planning, life insurance solutions, trust structures, and cross-border client servicing concepts
Working experience with International Insurance Brokerage House(s) will be advantageous.