about the job
This role centers on business development and client acquisition across high-value financial platforms—including Global Private Banks, Securities Firms, Asset Managers, and Family Offices. You’ll cultivate strong partnerships with private bankers and wealth planners to unlock referral opportunities within the High-Net-Worth (HNW) segment.
Working collaboratively with client advisors, the role requires a deep understanding of HNW profiles and objectives, enabling tailored life insurance solutions through a consultative, client-first approach. Success is measured by proactive sales activity and the ability to build and convert a robust pipeline in line with the company’s targets.
skills and experience required