- about the companyReputable High Net Worth Insurance Broker about the jobKey ResponsibilitiesDevelop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.Generate new business opportunities through referral and partnership channels.Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystemabout the companyReputable High Net Worth Insurance Broker about the jobKey ResponsibilitiesDevelop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.Generate new business opportunities through referral and partnership channels.Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystem
