Product Specialist, Product & Investment Solutions, Wealth Management
CLSA(8 months ago)
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.
Required Skills
- Trust Advisory
- Insurance Products
- Estate Planning
- Succession Planning
- Asset Protection
- Taxation Knowledge
- Client Relationship
- Market Research
- Financial Analysis
- Communication
+4 more
Qualifications
- Degree in Finance, Business Administration or Economics
- STEP Qualification (Preferred)
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