- 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
- 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
