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Estate Planning Expert

1 week ago

Makati City, National Capital Region, Philippines RCBC Full time
Job Summary
A highly skilled Estate Planning Expert is required to review client portfolios, ensuring adequate protection through insurance policies and investments. This role involves assisting clients in financial and estate planning, collaborating with Relationship Managers to discuss investment options and tailor personal and family goals.

Key Responsibilities:
  • Assist Relationship Managers in planning for clients' futures by discussing investment options and the role of financial planning and insurance.
  • Collaborate with RMs and clients on financial and/or estate planning.
  • Regularly review portfolios, considering clients' personal backgrounds and family structures to determine suitable insurance products and services.
  • Maintain a close relationship with bancassurance partners to discuss clients' needs and implement processes to improve referrals and bookings.
  • Meet with WMG clients to interview, answer questions, discuss insurance options, and research opportunities to create customized plans.
  • Prepare and coordinate documentation for transactions related to insurance products or services.
  • Monitor all developments and updates for client portfolios referred by RMs or assigned by Division Heads or the Group Head.