Relationship Manager - Wealth Channel (2-4 yrs)

The Opportunity:

- This is an exciting opportunity for a seasoned sales professional to build a rewarding career in wealth management.

- You will play a pivotal role in acquiring and retaining high-net-worth clients by providing expert financial advice and customized insurance solutions.

Key Responsibilities:

Client Acquisition and Relationship Management:

- Develop and implement effective marketing strategies to generate leads and acquire new clients.

- Build and maintain strong relationships with clients by providing exceptional service and financial expertise.

- Conduct comprehensive financial needs assessments to identify suitable insurance products.

- Proactively identify cross-selling and upselling opportunities to enhance client portfolios.

Sales and Business Development:

- Achieve sales targets and revenue growth objectives through effective sales strategies.

- Stay updated on market trends and product offerings to provide clients with the best possible solutions.

- Participate in industry events and networking opportunities to expand your professional network.

Risk Management and Compliance:

- Adhere to all regulatory requirements and company policies.

- Monitor insurance claims to ensure client satisfaction and compliance with industry standards.

Qualifications:

- 2-4 years of experience in the life insurance agency or wealth management industry.

- Strong understanding of insurance products, investment concepts, and financial planning.

- Excellent communication, interpersonal, and presentation skills.

- Ability to build rapport and trust with clients.

- Strong sales and negotiation skills.

- Proficiency in MS Office Suite and CRM systems.

- Graduate or postgraduate degree (preferred)