Wealth and Retirement Consultant (AVP or VP)

As Wealth and Retirement Consultant, grow the client's Wealth business by working with key stakeholders, engaging clients, and building market presence. Use your expertise and knowledge to navigate the local retirement landscape, and perform the required calculations and analysis to assess impacts on your clientele's financial structures.

Client Details

The client is a professional services firm committed to improving the work space by providing its clientele with retirement and investment outcomes which make real health, wealth and career well-being possible for its employees. The client boasts a collaborative work culture, an established brand, and a network in more than 120 countries.

Description

The Wealth Retirement Consultant's key responsibilities are as follows:

• Build and nurture client relations by arranging and participating in client meetings and presentations
• Build personal knowledge and expertise on the local retirement landscape and regional investments products/platforms
• Grow the Wealth business by developing the brand and market presence through speaking engagements with chambers of commerce and associations
• Conduct the required analysis to measure the value added by retirement, investments, and actuarial projects to clients' financial structures

Profile

The Wealth Retirement Consultant's key traits are as follows:

• Understanding of Defined Benefit and Defined Contribution
• High Relational, Client-facing, and Communication skills

• Proven experience in Project Management

• Proven experience in Business Development

• Exposure in retirement, investment, or actuarial (proven experience preferred)

• Passion for Financial Services

• Work experience: extensive of industry experience, welcoming candidates from banking, trustees, asset management, investment advisory, insurance, financial services and consulting

Job Offer

A challenging and meaningful opportunity to grow the client's wealth business, and provide solutions which make genuine health, wealth, and career well-being possible for your clientele's employees. Work in a highly professional work environment with great collaborative culture, work-life balance, and competitive pay.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Javy Casas on +63 02 7795 2835.