- about the companyReputable High Net Worth Insurance Broker about the jobPolicy Review & Client Servicing: Conduct annual policy reviews and in-force policy analysis with clients and private bankers, preparing structured review packages for servicing consultants.Portfolio & Relationship Growth: Identify upselling and cross-selling opportunities while managing day-to-day policy servicing requests from private banking partners, policy owners, and insurers.Mabout the companyReputable High Net Worth Insurance Broker about the jobPolicy Review & Client Servicing: Conduct annual policy reviews and in-force policy analysis with clients and private bankers, preparing structured review packages for servicing consultants.Portfolio & Relationship Growth: Identify upselling and cross-selling opportunities while managing day-to-day policy servicing requests from private banking partners, policy owners, and insurers.M
- 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
- Business Development Managerabout the companyOur client is an established financial institution providing general insurance solutions across commercial and retail sectors. The organization specializes in property and casualty underwriting, portfolio risk management, and driving business growth through diverse distribution networks. Operational activities cover multiple channels, including agency networks, local and international brokerages, and direct commBusiness Development Managerabout the companyOur client is an established financial institution providing general insurance solutions across commercial and retail sectors. The organization specializes in property and casualty underwriting, portfolio risk management, and driving business growth through diverse distribution networks. Operational activities cover multiple channels, including agency networks, local and international brokerages, and direct comm
- about the companyReputable High Net Worth (HNW) Insurance Broker about the jobAssist the Consultants in sales support workWork with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirementsAttend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)Liaise with Bankers and clients for meetings, medical arrangements, new & ongoiabout the companyReputable High Net Worth (HNW) Insurance Broker about the jobAssist the Consultants in sales support workWork with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirementsAttend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)Liaise with Bankers and clients for meetings, medical arrangements, new & ongoi
