HNW Insurance Broker, Private Wealth

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

 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...

Ready to Apply?

Submit your application today and join our talented team at Ethos BeathChapman.