Wealth Planning Advisor

The Wealth Planning Advisor is a strategic professional within the International Personal Bank (IPB), specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in South Asia, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority, contributing to the bank's strategic objectives by ensuring client solutions are aligned with their financial goals and regulatory requirements. This individual possesses advanced communication and diplomacy skills, leveraging the support of Client Advisors and Market Managers, and interacts directly with high-net-worth clients. The role requires a strong understanding of market dynamics, regulatory landscapes, and ethical considerations, with a significant impact on client satisfaction and overall business effectiveness.

**Responsibilities** :

+ Collaborate closely with Client Advisors and Market Managers within the South Asia reg...