About the role
FinEx AI summary
Conducts financial health checks and needs analyses for individual and corporate clients, and customizes wealth management strategies including life protection, critical illness coverage, savings, medical insurance, and retirement planning. Assists affluent clients with asset allocation, legacy planning, estate protection, and tax-efficient structures while acquiring new business through networking and referrals.
Core skills
financial health checksneeds analysiswealth management strategiesasset allocationlegacy planningestate protection