The incumbent will be part of a dynamic and collaborative Marketing and Products team focused on providing holistic wealth planning solutions to UHNW clients
Job Summary
The incumbent will be part of a dynamic and collaborative Marketing and Products team focused on providing holistic wealth planning solutions to UHNW clients.
Responsibilities include developing new referral partnerships, conducting coaching sessions, and supporting marketing events to increase awareness of wealth management and life insurance planning.
The company is an independent insurance broker with over 40 years of experience and a global presence, committed to putting people first and delivering expert solutions.
Matching Summary
The incumbent will be part of a dynamic and collaborative Marketing and Products team focused on providing holistic wealth planning solutions to UHNW clients.
Skills & Requirements
Must-have
Wealth management services distribution
Life insurance product sales
Referral partner relationship building
Market intelligence reporting
Regulatory compliance adherence
Fluent in Thai and English
Nice-to-have
Entrepreneurial and independent working style
Confident presentation skills
Coaching and training referral partners
Passionate about wealth planning
Key Requirements
Minimum 5 years experience in Wealth Management
Experience with life insurance products
Licensed in Thailand for life insurance advisory
Fluent spoken and written Thai and English
Work Rights
Licensed in Thailand to conduct life insurance advisory