Job Description
Job Description:
Insurance Specialist
Our client, a leading international private bank, is seeking an Insurance Specialist to join its Wealth Planning team. This role focuses on supporting and expanding the life insurance business in Asia by partnering with Relationship Managers and external brokers to deliver high-net-worth insurance solutions.
Partner with Relationship Managers to identify opportunities, provide insurance expertise, and coordinate client meetings with approved brokers.
Support clients and brokers throughout the insurance process, including case administration, credit coordination, and periodic portfolio reviews.
Manage relationships with external brokers and insurers, maintain product lists, and oversee the approval and periodic review of insurance products and commission structures.
Conduct and organize training sessions and client events to enhance insurance product kno...
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