Insurance Broker, Director - HNW insurance and wealth solutions
Core
Deliver bespoke life insurance solutions and wealth planning for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
Role type
Director-level insurance broker (HNW/UHNW)
Builds
Tailored life insurance propositions, wealth preservation, and legacy planning concepts
Domain
Financial services / Life insurance / Wealth management
Deliverable
client delivery
Required skills
relationship building, business development, client engagement, financial advisory, wealth management, regulatory compliance
Preferred skills
networking, marketing initiatives, strategic partnerships
Responsibilities
Develop and maintain relationships with referral partners; Identify and cultivate new business opportunities; Engage prospective HNW clients to understand financial objectives; Present tailored insurance propositions; Participate in networking events and business development activities
Seniority
Director, strategic client acquisition and advisory