Wealth Propositions, Principal

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About the Role

As a Senior Advisor in the Wealth Propositions team, 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.

Responsibilities:

Advisory Leadership & Business Development

Provide expert guidance on trust structures, cross-border tax considerations, and estate planning strategies for HNW clients

Participate in joint fieldwork with tied distribution agents to uncover client needs, facilitate fact find and deliver tailored wealth planning solutions, with aim of...