Description

To provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.

Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations

Manage client portfolio and identify opportunities to expand customer base and acquire new clients. Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting

Provide subject matter expertise and maintain expert knowledge on specific local products

Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness

Ensure compliance to legislative and audit requirements and adherence to relevant processes

Build working relationships across te...