This role is with a well-established insurance broker firm that partners with private banks to deliver wealth preservation solutions to private banking clients. The position focuses on client acquisition, advisory, and relationship management within the insurance and financial services space.

You will work closely with clients and insurers to provide suitable coverage solutions while ensuring compliance with regulatory standards. This role combines sales, advisory, and client management, requiring the ability to deliver tailored insurance solutions while maintaining strong partnerships with both clients and insurers.

• Prospect for new business through sales and marketing activities, while identifying cross-selling opportunities
• Build and maintain relationships with clients, understanding their insurance needs
• Provide professional advice on insurance products and recommend appropriate solutions