Key Responsibilities:
- Lead business development and marketing initiatives focused on high-net-worth and mass-market retirement planning products, services, pensions, protection, and strategies across Asia.
- Conduct comprehensive wealth management meetings to understand client needs and deliver personalized financial solutions.
- Expand our client base by driving business development efforts and exploring new market opportunities.
Requirements:
- An Associate Degree or above in Business, Finance, Economics, or a related field.
- Holder of IIQE (Insurance Intermediaries Qualifying Examination) qualifications.
- Proven experience in wealth management, financial planning, or closely related fields.
- Excellent communication and interpersonal skills to build lasting client relationships.
- Ability to thrive in a fast-paced, dynamic work environment.
Why Join Us?
- Dynamic and supportive team environment.
- Opportunities for professional growth and career advancement.
- Competitive compensation and benefits package.
- Engage with a diverse client base across Asia.