Highlights
- Fixed bonus and performance bonus
- Hybrid Working and remote teaming
- Work from Anywhere
- Equality Welfare & Benefit (LGBTQA+)
- Global online training modules to personalized learning journey
- International Opportunities for Career Growth
- Community Support with Employee well-being resource groups
UHNW Insurance & Wealth Solutions Partner
About the Role
We are seeking a highly experienced professional to drive insurance business growth through strategic bank partnerships and deliver holistic insurance and wealth solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. This role combines relationship management, financial advisory, sales enablement, and stakeholder collaboration to enhance bancassurance performance and client experience.
Key Responsibilities
Business Growth & Partnership Management
- Drive insurance business growth through effective management of bank partnerships.
- Support product positioning and go-to-market strategies to maximize bancassurance performance within the UHNW segment.
- Engage proactively with bank senior management to conceptualize and deliver solutions for HNW and UHNW clients.
Client Relationship Management
- Build and maintain strong, long-term relationships with UHNW Financial Consultants.
- Deliver personalized, high-quality client service to enhance customer satisfaction and retention.
Financial Advisory & Solutions
- Provide holistic financial advice with suitable insurance and wealth solutions.
- Assess clients financial goals and risk profiles to recommend appropriate insurance and wealth solutions.
Product Advisory & Sales Enablement
- Analyze customer insurance needs and recommend tailored product solutions.
- Demonstrate a strong understanding of insurance products, including protection, savings, and unit-linked solutions.
- Partner closely with Bank Financial Consultants to deliver integrated and effective product recommendations.
Market Intelligence & Competitive Positioning
- Maintain up-to-date knowledge of market trends, product information, competitor offerings, and key selling points.
- Leverage market insights to position products competitively and enhance sales effectiveness.
Stakeholder Coordination & Process Improvement
- Coordinate with internal teams, including Product, Operations, Underwriting, and Claims, to resolve issues impacting sales efficiency.
- Build a strong culture and effective mechanisms to anticipate and support the demands of HNW and UHNW customer segments.
Training & Capability Development
- Support training initiatives for bank partners and internal teams.
Qualifications / Requirements
- Master's degree in Finance, Business Administration, Economics, or a related field (CFA preferred).
- Minimum 7–10 years of experience in private banking, wealth management, or relationship management.
- Proven track record of managing high-net-worth client relationships and growing assets under management.
- Strong knowledge of investment products, credit structures, and wealth planning solutions.
- Analytical mindset with the ability to assess complex financial situations.
- Results-driven, proactive, and resilient under pressure.
- Able to travel upcountry, if required.
Communications & Contacts
- Internal: Collaborate closely with Product, Operations, Underwriting, Claims, and Sales-related teams.
- External: Build and manage relationships with Bank senior management, Bank Financial Consultants, and UHNW stakeholders.
