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 teams and functional lines in order to enhance work delivery, collaboration and innovation
• Deliver exceptional customer service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Identify and implement on opportunities for revenue growth in order to deliver on targets
• Build and maintain an effective network and pipeline for further expansion of business within area of accountability
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate