Product Specialist, Product & Investment Solutions, Wealth Management
CLSA
About this role
The Wealth Planning Specialist (Trust and Insurance focus) supports the firm’s product distribution and regular product program by providing expert wealth planning guidance to high-net-worth clients. The role serves as a subject-matter resource on trust and insurance matters and works with internal teams and external advisors to support business growth and client satisfaction.
Skills
Qualifications
About CLSA
clsa.comN/A
Recent company news
AASTOCKS.comCLSA: BYD COMPANY Tech Leading Strategy Helps Regain Mkt Shr; Costs Likely to Rise Only Moderately
1 day ago
富途牛牛CLSA upgrades Wharf Real Estate Investment Company (01997.HK) to 'Outperform' and raises target price to HKD 40.
1 day ago
scanx.tradeDevyani International to Participate in CLSA India's Consumer Tour on March 18, 2026
4 hours ago
Bloomberg.comThree Senior CLSA Bankers Are Said to Leave Firm as Exits Mount
Nov 5, 2025
CNBC TV18HDFC Bank, ICICI Bank shares can deliver over 25% returns in 12 months, CLSA says
1 day ago
About CLSA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CLSA.
Salary
$116k – $156k
per year
More jobs at CLSA
Similar Jobs
Wealth Propositions, Principal
AIA
Senior Relationship/Trust Advisor, Wealth Management
Northern Trust
Senior Wealth Strategist
Choreo
Senior Wealth Planner (Location SF or Walnut Creek)
BMO
Senior Relationship Advisor II, Wealth Management
Northern Trust
Senior Total Wealth Planner - Montreal, QC
State of Illinois