Key Responsibilities
Requirements

We are seeking an experienced and relationship-driven Consultant to join our advisory team. The successful candidate will be responsible for developing and managing relationships with high net worth (HNW) clients and referral partners, while providing professional and tailored advisory solutions in the areas of liquidity planning, wealth protection, and insurance planning.

• Develop and maintain strong relationships with clients and referral partners to generate new business opportunities
• Provide professional and tailored advice to HNW clients on liquidity planning, wealth protection, and insurance solutions
• Understand clients’ financial objectives and deliver suitable recommendations based on their needs
• Build and maintain a sustainable pipeline of prospective clients and referral sources
• Achieve annual revenue targets or agreed performance benchmarks
• Conduct regular policy reviews and provide ongoing servicing support to existing clients
• Proven track record in achieving sales or revenue targets
• Strong interpersonal, communication, and relationship management skills
• Experience in cross-border wealth or insurance planning will be an added advantage
• Possess the relevant CMFAS certifications