Wealth Preservation Specialist
3 days ago
We are seeking a highly skilled Wealth Preservation Specialist to join our team at Company 43 - Manulife-Sinochem Life Insurance Co. Ltd.
Responsibilities- Provide legal consultation services to clients of the wealth preservation center, offering advice and guidance on various matters.
- Collaborate with branch offices to develop and implement legal strategies for client operations, business visits, and customer consultations.
- Support the recruitment and training of top-performing sales personnel across the country by providing tailored legal support and resources.
- Deliver legal training and knowledge sharing sessions to institutional coaches within the company.
- Analyze and research high-net-worth clients' legal issues, conduct case studies, and extract best practices to enhance sales conversions.
- A bachelor's degree or higher from a reputable institution, preferably in a related field such as law.
- At least 7 years of experience working in a law firm, with preference given to well-known law firms.
- Possession of a valid law profession certification.
- Strong practical skills in handling legal matters, with expertise in marital and corporate governance areas, as well as cross-border wealth management laws.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently, handle pressure, and travel frequently.
Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. is a leading international financial services group that aims to make a positive impact on people's lives. With a global presence and a diverse workforce, we strive to provide innovative solutions for individuals, groups, and institutions. At the end of 2022, we had over 40,000 employees, more than 116,000 agents, and thousands of distribution partners serving over 34 million customers worldwide. Our assets under management and administration stood at $1.3 trillion (US$1.0 trillion), including total invested assets of $0.4 trillion (US $0.3 trillion) and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We are committed to creating value for our stakeholders while promoting sustainability and social responsibility.
Compensation and BenefitsThe estimated annual salary for this role is $120,000 - $180,000, depending on qualifications and experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plans, and opportunities for professional growth and development.
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