The role involves leading the investment business specialist team to deliver superior, client-centric experiences that strengthen trust and drive sustainable growth
Job Summary
The role involves leading the investment business specialist team to deliver superior, client-centric experiences that strengthen trust and drive sustainable growth.
Candidates will analyze macroeconomic indicators and competitor strategies to shape product development and empower distribution teams with actionable insights.
The position requires building trusted relationships with agents and elite private banking clients through holistic wealth advisory leveraging insurance-linked products.
Matching Summary
The role involves leading the investment business specialist team to deliver superior, client-centric experiences that strengthen trust and drive sustainable growth.
Skills & Requirements
Must-have
Investment business specialist leadership
Holistic insurance-wealth planning expertise
High-net-worth client relationship management
Macroeconomic indicator analysis
Portfolio strategy and risk governance
Cross-functional alignment across sales and compliance
Nice-to-have
Customer-centric service culture
Talent development and coaching skills
Strategic market intelligence capabilities
Advanced portfolio analytics proficiency
Sustainable growth mindset
Key Requirements
Experience in investment business specialist roles
Knowledge of ILPs/ULIPs and long-term saving insurance