Head, Wealth Insure

To be accountable for a portfolio of high value (Private Banking) and ultra high value (Wealth & Investments) clients by providing bespoke financial advice regarding short-term insurance in order to maximize the value of the business relationship and ensure profitability for SIL.

Qualifications :

Type of Qualification : First Degree

Field of Study : Business Commerce

Type of Qualification : Post Graduate Degree

Field of Study : Business Commerce

Licenses & Certifications :   FAIS Representative; KI

Experience Required

8-10 years : The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment.

5 - 10 years in Short-term Insurance experience in Sales Underwriting Insurance Portfolio Management for HNW clients.

Additional Information :

Behavioural Competencies :

• Articulating Information
• Challenging & Generating Ideas
• Convincing People
• Developing Expertise & Strategies
• Documenting Facts
• Establishing Rapport
• Exploring Possibilities & Embracing Change
• Interpreting Data
• Making Decisions & Meeting Timescales
• Resolving Conflict
• Seizing Opportunities  Providing Insights
• Understanding People & Upholding Standards

Technical Competencies :

Remote Work : No

Employment Type : Full-time

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Experience : years

Vacancy : 1