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Pioneer Holistic Legacy Solutions for High-Net-Worth Clients
A leading global financial services group is seeking an accomplished and strategic Director to join our esteemed Wealth Planning department in Singapore. This is a high-impact role for a seasoned professional passionate about delivering sophisticated estate and legacy planning solutions.
The Role:
You will be the central figure in advancing our fiduciary and wealth planning offerings. You will leverage your deep expertise to provide holistic advice, develop innovative strategies, and drive business growth by serving as a key partner to both internal stakeholders and our discerning clientele.
Key Responsibilities:
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
Who We Are Looking For:
- Bachelor's degree or higher in Finance or a related discipline.
- Minimum 10 years of proven experience in providing holistic estate, legacy, and wealth planning solutions, ideally within the insurance or banking industry.
- Exceptional relationship development, communication, and presentation skills.
- Proficiency in English and Mandarin is essential. Proficiency in Cantonese will be a significant advantage.
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