Private Bank Insurance Specialist (HNW/UHNW)
Core
Insurance Specialist partnering with Private Bank Relationship Managers to deliver sophisticated insurance solutions for HNW and UHNW clients.
Role type
Specialist IC insurance advisor (Private Banking)
Builds
Tailored insurance recommendations aligned with clients' wealth planning objectives
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Life insurance expertise, HNW wealth planning solutions, Joint client meeting facilitation, Technical expertise in sales discussions, Product training delivery, Market development analysis
Preferred skills
Experience supporting bankers/RMs
Technologies
IIQE paper 1 & 3
Responsibilities
Advise clients on wealth protection, legacy planning, estate planning, liquidity management, and succession strategies; Conduct joint client meetings and provide technical expertise; Structure and present tailored insurance recommendations; Coach and educate RMs on insurance products and sales concepts; Deliver product training and knowledge sessions