Private Wealth Advisor, Private Bank

About the Role

A leading financial institution is seeking a client-focused Wealth Protection Manager to support affluent and high-net-worth customers with their protection, legacy planning, and wealth preservation needs. The successful candidate will work closely with relationship managers and client-facing teams to deliver comprehensive insurance and wealth planning solutions.

Key Responsibilities

• Partner with relationship managers to identify protection and wealth planning opportunities within the affluent client segment.
• Deliver tailored insurance recommendations based on clients' financial objectives, family needs, and legacy planning requirements.
• Promote a wide range of protection and wealth accumulation solutions, including life insurance, savings, retirement, health, and legacy planning products.
• Build trusted relationships with affluent and high-net-worth clients through professional financial advice.
• Conduct client reviews and provide ongoing portfolio servicing and policy management support.
• Stay informed of market developments, industry trends, and regulatory updates.
• Ensure all business activities comply with internal policies and regulatory requirements.
• Contribute to team sales targets and business growth initiatives.

Requirements

• 3+ years of experience in bancassurance, insurance advisory, wealth management, retail banking, or financial services.
• Strong knowledge of insurance and wealth protection solutions.
• Experience serving affluent, priority banking, premier banking, or high-net-worth clients is an advantage.
• Excellent communication, presentation, and relationship-building skills.
• IIQE qualification or other relevant professional certifications preferred.
• Fluent in English and Chinese.

What You Need To Do Now

If you are interested in this position or other positions in the insurance industry, please send your Resume to [email protected].