- 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 companyOur client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth. about the jobYou will be collaborating with Private Bankers to offer total solution services for High Net Worth (HNW) individuals, businesses and families with diverse needs. about the manager/teamYou’ll be part of an highly experienced and dynamic team with good teamwork, with case managers assisting in administrative processeabout the companyOur client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth. about the jobYou will be collaborating with Private Bankers to offer total solution services for High Net Worth (HNW) individuals, businesses and families with diverse needs. about the manager/teamYou’ll be part of an highly experienced and dynamic team with good teamwork, with case managers assisting in administrative processe
