Insurance Broker – (High Net Worth Wealth Management)
Charterhouse
Dubai
منذ 1 يوم

Job details

Location : Dubai Salary : Competitive Package Plus Excellent Bonus Scheme Job Type : Permanent Discipline : Financial Services Reference : 933744 Posted : about 1 month ago

Job description

Charterhouse are working exclusively with an International bespoke advisory service provider. They are looking for an experienced Insurance Broker who has dealt with High Net Worth clients to join their team in Dubai.

About the Role

The purpose of this role is to collaborate closely with referral bankers to provide HNW clients with insurance based solutions for their wealth management needs including but not limited to Legacy Planning and Wealth Succession.

Typical clients include private banks, family offices, accounting firms and insurance carriers. You will be responsible for supporting the expansion of the business network within the financial institutions to work with preferred brokers alongside generating up selling opportunities through regular policy servicing reviews for existing clients.

You will be required to demonstrate exceptional knowledge on insurance concepts and products to gain client trust and ensure you are always delivering a bespoke service.

Alongside the day to day responsibilities of this role you will be required to arrange and conduct client events to market the company and its services and convert attendees / prospects of the events.

About You

To be considered for this role you should have a strong background in the Insurance / Financial industry and have a proven track record in wealth management and developing new business.

Candidates who are bilingual English / Arabic are preferred however, this is not essential.

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