Job Summary

• The incumbent serves as the subject matter expert in trust, tax and estate planning, delivering tailored Beyond Insurance solutions in driving business growth within the High Net Worth (HNW) segment.
• The role leads the development of specialized products and services, and spearheads initiatives to upskill distribution channels, ensuring consistent and high-quality advisory capabilities across the organization.
• Build strong relationships with external tax advisors, lawyers, and trust companies to support client referrals and represent the firm in industry events and forums.

Matching Summary

Skills & Requirements

Key Requirements

• Bachelor’s degree in Finance, Law, Accounting, or related field
• Minimum 8 years of experience in wealth advisory
• Advanced certifications preferred (CFP, STEP, TEP, CPA)
• Strong understanding of international tax and trust structures
• Experience integrating insurance products with other planning tools

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