Client Executive, Insurance Solutions
Core
Retain and grow a portfolio of existing and high-potential insurance clients by delivering tailored, advice-driven solutions and building market presence.
Role type
Senior Client Executive (Insurance Solutions)
Builds
Strategic relationships with large insurers, master trust, custody, and asset servicing solutions
Domain
Financial Services / Insurance Banking / Asset Servicing
Deliverable
client delivery
Required skills
Relationship management, business development, sales, negotiation, client profitability analysis, strategic planning, team collaboration
Preferred skills
Knowledge of trust and asset servicing products, insurance-specific investment accounting, treasury management
Technologies
N/A
Responsibilities
Manage complex master trust, custody, and asset servicing relationships; assess client banking and investment needs to identify growth opportunities; build relationships and close sales; maintain dialogue on emerging financial issues; manage client profitability through pricing strategies; coordinate relationship reviews; engage senior management on servicing activities.
Seniority
Senior, hands-on IC