about the company
Our client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth.
about the job
You will be collaborating with Private Bankers to offer total solution services for high net worth individuals, businesses and families with diverse needs.
- Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
- Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Submit new business documents timely and accurately
- Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
- Support other team members in client meetings, medicals and presentations
about the manager/team
You'll be part of an highly experienced and dynamic team with good teamwork.
skills and experience required
CMFAS Papers, CACS Papers preferred, Business Level Japanese Language for effective communication with native-speaking clients from the Japan region.
