Job Description
1) Private Bank Coverage & Collaboration
Partner 1:1 with assigned Private Bankers to originate structure and execute insurance cases across a defined HNW/UHNW book.
Participate in joint and individual client meetings to prepare bespoke insurance analyses aligned to the clients total insurance need and long term goals.
Devise and implement effective strategies to drive sales through a customer-centric lens
Educ ate private banker s on products planning strategies
Train and enable front office teams on use cases (e.g. legacy equalization key person/creditor protection premium financing considerations and pipeline management.
Build and maintain a robust pipeline of qualified leads in collaboration with Pri...