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Wealth Management Insurance Consultant
Location : California, Los Angeles
Refer job # MTHX339219

Job Responsibilities and Requirements: This will be achieved by: Continuously reassessing risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. Ensuring all actions take account of the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant line colleagues, and also by ensuring that actions resulting from points raised by internal or external audits, and external regulators, are correctly implemented in a timely fashion. Observation of Internal Controls The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures. The jobholder will implement the Group compliance policy by adhering to all relevant processes/procedures. The term compliance embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators. The following statement is only for roles with managerial or specific Compliance responsibilities The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators. Minimum of five years of working experience as a financial advisor with an expertise in Insurance Able to influence, engage and lead in a positive, inspiring manner Thorough knowledge of the local regulatory requirement including sales process, pertinent regulations impacting retail banking activities and delivery systems and channels, including market potential as well as the regulatory framework Expertise in Insurance Product Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions Analytical skills to review opportunities in Advisor portfolios and engage in client meetings Extensive external market awareness of market conditions, financial planning environment, new product solutions, and an understanding of current financial market activities Demonstrated ability and experience to correctly identify client needs Solid skills to manage consultative sales process Team player with collaborative skills Requires Series 6, 63, Life and HealthBilingual Chinese/English skills preferred.



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