Job Description
The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.
Job Responsibilities
- 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
Requirements & Skills
- 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 th...