Private Wealth Advisor at Great Eastern Life Assurance Co Ltd

Cuenca, Azuay, Ecuador -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

0.0

Posted On

06 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private Wealth Advisory, Insurance Products, Wealth Planning, Client Relationship Management, Sales Growth, Training Sessions, Portfolio Review, Regulatory Compliance, Communication Skills, Presentation Skills, Legal Knowledge, Tax Knowledge, Trust Planning, Fluency in Asian Languages, HNW Client Management, Case Administration

Industry

Insurance

Description

The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles. Cultivating and maintaining strong, trust-based relationships with HNW clients and their families. Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners. Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments. Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review. Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations. Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage. 10 years+ as a licensed adviser with front line experience and performance record in HNW insurance sales. Strong knowledge of life insurance solutions for HNW clients. Possess relevant legal, tax, trust and wealth planning qualifications and experience Excellent communications and presentation skills. Fluency in Asian languages will be a plus.

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Responsibilities

The Private Wealth Advisor develops and manages relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing tailored insurance and legacy planning solutions. They also support clients throughout the insurance process and contribute to sales growth and business development.