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- Advise HNW clients on tax related queries for company's issued insurance products.
- Responsible for the experience and speed of inception of HNW cases and driving HNW related sales targets.
- Actively engage the agency to develop new customer segments such as offshore for them to reach the HNW segment goals.
- Plan and organize the onboarding, training, and ongoing engagements with the Private Client Advisers
- Work with HNW customer segment team on vendors to provide Value Added Services (VAS) for the HNW segment.
- Launch, track and drive HNW sales through specific incentives or campaigns
- LLB (Bachelor of Law) or Bachelor of Accounting degree
- 6-8 work experience as a private wealth tax counsel in one of the established law / accounting firms.
- Good grasp of private wealth / foreign life insurance tax treatment matters for jurisdictions such as Malaysia, Indonesia, Thailand and China.
- Excellent verbal and written communication skills, highly developed interpersonal skills - individual, group, written.
- Strong organizational influencing / development traits
- Works well in a dynamic environment.
- Design focused, analytical, resourceful, independent, driven and hands-on with a high level of commitment to delivering.
- Advise HNW clients on tax related queries for company's issued insurance products.
- Responsible for the experience and speed of inception of HNW cases and driving HNW related sales targets.
- Actively engage the agency to develop new customer segments such as offshore for them to reach the HNW segment goals.
- Plan and organize the onboarding, training, and ongoing engagements with the Private Client Advisers
- Work with HNW customer segment team on vendors to provide Value Added Services (VAS) for the HNW segment.
- Launch, track and drive HNW sales through specific incentives or campaigns
- LLB (Bachelor of Law) or Bachelor of Accounting degree
- 6-8 work experience as a private wealth tax counsel in one of the established law / accounting firms.
- Good grasp of private wealth / foreign life insurance tax treatment matters for jurisdictions such as Malaysia, Indonesia, Thailand and China.
- Excellent verbal and written communication skills, highly developed interpersonal skills - individual, group, written.
- Strong organizational influencing / development traits
- Works well in a dynamic environment.
- Design focused, analytical, resourceful, independent, driven and hands-on with a high level of commitment to delivering.