FWD Life Insurance PCL
Senior Legacy Planning Specialist-3
atFWD Life Insurance PCLAbout FWD Group
FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance.
For more information, please visit
www.fwd.com
Job Purpose
Act as a strategic partner to SCB Private Bankers (PBs) and Wealth Relationship Managers (RMs) in delivering tailored financial and protection solutions & services that address the complex needs of HNW and UHNW clients. This role plays a critical part in identifying liquidity gaps, advising on wealth structuring opportunities, and co-developing integrated solutions that enhance client satisfaction, drive asset growth, and deepen long-term relationships
Key Responsibilities
Joint Client Engagement
- Lead joint client consultations with PBs and RMs to uncover life insurance needs aligned with the client’s overall wealth and estate planning strategy
- Provide in-depth product advisory and recommend insurance solutions, such as whole life, endowment, medical, or investment-linked plans that align with clients’ long-term financial goals
Pre-sales Management
- Partner with PBs and RMs in client profiling and needs analysis, identifying complex life-stage planning opportunities (e.g., legacy planning, liquidity optimization, tax efficiency)
- Deliver tailored proposals, illustrations, and comparative solutions analyses to support informed client decision-making and equip PBs and RMs with technical insights and product refreshers to enhance pitch quality and client confidence
Technical Expertise
- Serve as the subject matter expert on complex insurance solutions, including inheritance tax, key-person coverage, buy-sell agreements, philanthropic giving, and trust/ estate planning
- Provide guidance on regulatory and compliance aspects related to wealth structuring through insurance
Sales Enablement
- Manage the full sales lifecycle, from initial consultation to case closure by coordinating documentation, underwriting, and follow-ups
- Facilitate client seminars and targeted events to educate HNW/ UHNW clients, foster engagement, and generate leads
Post-sales Management
- Delivery continuous client service, including policy servicing, annual reviews, and plan adaptations aligned with evolving client needs
- Liaise with internal insurance operations to ensure timely resolution of service requests, reinforcing a high-touch client experience
Experience required
- any or no experience
Salary
- Negotiable
Job function
- Product / Brand Management
- Strategy / Planning
Job type
- Full-time
Company overview
Size:1000-2000 employees
Industry:Insurance
Location:Bangkok
Website:www.fwd.co.th
Founded in:2013
Ranking:4.5/5
FWD Life Insurance Public Company Limited (FWD Life Insurance) is a leading life insurance company in Thailand, offering a comprehensive range of life and health insurance products. Established in 2013, FWD Life Insurance is part of FWD Group, an insurance company bas ...
Why join us: At FWD Thailand - we’re proactive, open, committed, caring and innovative. We also provide a caring environment for all the members of the staff and believes that everyone is equally important in driving the company’s success. Over the years, “Cele ...
Head office: No. 6 O-NES Tower, 4th, 22nd-23rd Floors Soi Sukhumvit 6, Khlong Toei Sub-District, Khlong Toei District, Bangkok 10110
Benefits
- Five-day work week
- Learning & Development Opportunities
- Annual bonus
- Company phone
- Dental Insurance
- Employee discount
- Flexible working hours
- Health Insurance
- Hybrid Working
- Maternity leave
- Performance bonus
- Phone Allowance
- Professional development
- Provident fund
- Remote work
- Social Security
- Transport Allowance
- Travel Allowance
- Travel Insurance
- Company uniform
- Corporate Social Responsibility Initiatives
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