Vice President – Investment Specialist at Great Eastern Life Assurance Co Ltd

Cuenca, Azuay, Ecuador -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Solutions, Wealth Planning, Client Relationship Management, Sales Growth, Training Sessions, Portfolio Review, Regulatory Compliance, Communication Skills, Presentation Skills, Legal Knowledge, Tax Knowledge, Trust Knowledge, Asian Languages, Advisory Activities, Case Administration, Referral Relationships

Industry

Insurance

Description

The Investment Specialist 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 investment & legacy planning solutions. Providing specialized advice on investment 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 investment process including case administration, and periodic portfolio review. Conduct and organize training sessions and client events to enhance investment product knowledge and promote integrated wealth and succession planning solutions. Monitor and report on investment 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 investment sales. Strong knowledge of investment 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 Investment Specialist is responsible for developing and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored investment and legacy planning solutions. This role involves providing specialized advice on investment products and wealth planning aligned with client objectives and risk profiles.