about the company
our client is one of the leading financial advisory firms, who provides wealth planning services to renowned private banks, family offices, as well as tax advisory firms worldwide.
about the job
our client is looking for a Private Banking Insurance Counselor to join their team!
In this role, you will focus on fostering relationships with Private Bankers and other sources. Collaborate with them to identify potential prospects and conduct client meetings adhering to guidelines and availability. Your responsibilities also include monitoring, managing, and following up on prospective clients. Actively participating in training with Private Bankers and other Banks will ensure ongoing support and follow-up on the Company's solutions and concepts for their client base.
skills and experience required
bachelor's degree and 5-8 years' experience in finance. Knowledge in life insurance and/or HNW preferred. Strong analytical, communication, and problem-solving skills, with a drive for excellence and a long-term career in the industry.
To apply online please use the 'apply' function.
(EA: 94C3609/ R1659753 )
