Found Description
The Sales Consultant role offers the opportunity to provide bespoke wealth planning and insurance-based solutions to high-net-worth (HNW) clients, referring to individuals and families with significant financial assets and complex wealth needs. This role focuses on wealth transfer, legacy planning, liquidity strategies, and client advisory within a specialised international wealth advisory environment, with exposure to high-value complex client cases, a broad multi-provider platform, and collaboration with global offices.
Responsibilities- Business Development & Client Advisory:
- Develop and manage relationships with high-net-worth individuals and families
- Identify client needs and deliver tailored wealth planning and insurance structuring solutions
- Drive business development through networking, referrals, and client engagement
- Solution Structuring:
- Design and present customised proposals focused on we...