Insurance Specialist (HNW)

Our client is a private wealth management platform . They are currently looking for an insurance specialist who act as intermediaries between clients, insurance brokers and insurance companies, assisting our HNW clients in identifying the solution that best suits their needs in terms of risk management practices and financial controls, balancing premiums against a recommended level of cover.

Job Responsibilities

Deliver tailored insurance solutions that meet clients’ financial needs and objectives.
Source new insurance business from direct resource .
Partner with Relationship Managers and branch staff to identify opportunities and provide expert insurance advice.
Participate in joint client meetings and actively follow up on leads generated through the Bank.
Build strong working relationships with Relationship Managers and branch staff and across relevant business partners.
Manage the end-to-end client engagement process, including follow-up planning, meetings, correspondence, and accurate tracking in the system.
Ensure full compliance with internal policies, procedures, and regulatory requirements.

Job Requirements

Bachelor’s degree with 5-10 years of relevant experience in the insurance broker or private wealth insurance space.
Prior experience in insurance sales or bancassurance is highly preferred.
Excellent communication skills with a strong sales drive.
Self-motivated, target-oriented, and able to work independently as well as collaboratively in a team environment.
Committed to building a long-term career in the insurance and wealth management industry.