Client Relationship Management:
- Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite.
- Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance.
- Collaborate with clients to develop personalized wealth management plans that align with their objectives.
Wealth Planning and Strategy:
- Conduct in-depth client consultations to identify opportunities and provide expert advice on insurance products and wealth planning solutions.
- Analyze and evaluate clients' existing financial portfolios and propose suitable strategies to optimize wealth growth and protection.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice and recommendations.
Product Knowledge and Recommendations:
- Possess comprehensive knowledge of trust, legacy planning, life insurance, health insurance, annuities, and investment-linked products.
- Assess clients' insurance needs and recommend appropriate coverage to mitigate risks and protect their financial well-being.
- Advise clients on investment strategies, asset allocation, and diversification to maximize returns while considering risk tolerance.
- Collaborate closely with colleagues, including relationship managers, underwriters, and investment specialists, to deliver holistic wealth planning solutions.
- Share knowledge, insights, and best practices within the team to enhance overall productivity and client satisfaction