Insurance Specialist

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...