About the role
The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.
Key Accountabilities
- Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
- Develop and maintain relationships with clients and understand their insurance needs
- Provide clients with sound advice on insurance products and recommend suitable solutions
- Ensure compliance with regulatory requirements and industry standards
- Work closely with insurance underwriters to secure the best terms and coverage for clients
Key Skills and Requirements
- Bachelor’s degree in business or finance
- Minimum 5 years of experience within the banking and financial services industry
- Excellent communication and interpersonal skills
- Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
- Robust sales track record
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.