Senior Manager, Wealth Management
Core
Senior Manager acting as a wealth solutions expert to support agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions for HNW clients.
Role type
Senior Manager, Wealth Management
Builds
Integrated wealth solutions covering insurance, legacy planning, premium financing, trust, retirement, and succession needs
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Integrated wealth strategy design, HNW client servicing, agent coaching, external partner coordination, regulatory licensing (IA Paper 1,3&5), complex wealth planning facilitation
Preferred skills
Premium financing expertise, trust and succession planning knowledge, business insurance specialization
Technologies
MS Office (PowerPoint, Excel)
Responsibilities
Conduct pre-case discussions with agents to identify client needs and risk exposures; Design integrated wealth solutions and recommend product combinations; Participate in client meetings with agents to assist in closing deals; Coordinate with external partners (trust providers, legal firms, tax advisors, family offices, retirement service providers, premium financing banks); Deliver specialized wealth training and coach agents on fact-finding and HNW sales practices
Seniority
Senior, hands-on IC with team support