Private Wealth Insurance Specialist

3 days ago

Singapore beBeeInsurance Full time $150,000 - $200,000

Job Title: Private Wealth Insurance Specialist

The role of a Private Wealth Insurance Specialist involves working with insurance firms that partner with private banks to provide wealth preservation solutions to high-net-worth individuals.

Key Responsibilities:

  • Prospect new business through sales and marketing activities, identifying cross-selling opportunities whenever possible
  • Develop and maintain relationships with clients, understanding their insurance needs
  • Provide clients with sound advice on insurance products, recommending suitable solutions
  • Ensure compliance with regulatory requirements and industry standards
  • Work closely with insurance underwriters to secure the best terms and coverage for clients

Requirements & Skills:

  • Bachelor's Degree in Business or Finance
  • Minimum 3 years of experience within the financial services industry
  • Excellent communication and interpersonal skills
  • Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
  • Strong sales track record

Industry Insights:

  • Wealth management and private banking
  • Customer service and relationship management
  • Sales and lead generation
  • Risk management and needs analysis

Benefits:

Morgan McKinley is a specialist recruitment agency providing temporary, contract and permanent staffing solutions across various sectors.

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