SVP, Legacy Planning & Insurance Specialist

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.