Job Summary
Provide comprehensive financial consulting by identifying client risks and delivering tailored protection, wealth accumulation, retirement, estate, and business advisory solutions to secure financial goals and legacy.
Responsibilities
- Identify clients’ potential financial risks and design protection solutions to safeguard against death, critical illness, disability, hospitalization expenses, income loss, and business risks.
- Develop and implement investment planning and regular savings strategies to help clients systematically build and diversify wealth aligned with their financial goals.
- Collaborate with clients to estimate retirement needs and create strategies that generate sustainable retirement income, preserve capital, manage inflation risks, and maintain lifestyle.
- Guide clients in estate and legacy planning by advising on wills, trusts, Lasting Power of Attorney (LPA), beneficiary nominations, and wealth distribution to ensure smooth wealth transfer.
- Advise business owners and corporations on keyman protection, shareholder protection, employee benefits, corporate insurance, business succession planning, and wealth extraction strategies to support business continuity and growth.
