Insurance Specialist
Job: Full Time
Dubai, UAE

Job Description
As an Insurance Specialist, the incumbent will act as an in-house insurance specialist to support for Wealth Management teams in Abu Dhabi. To help manage the transition from execution-oriented setup to a wealth management paradigm, and to ensure seamless front office deal processing

Responsibilities:

• Support the Relationship Managers and Personal Bankers in evaluating customers’ needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
• Design and recommend strategies to meet the objectives of the customers.
• Work closely with the Relationship Managers to identify opportunities
• Call customers to create a warm insurance sales pipeline, meet customers independently, follow up until sales closure
• Working with Insurance Product Head to design and roll our strategies and new insurance products and client offers as required

Requirements:

• MBA or Business Degree holder
• Proven track record of developing and building client relationships

For more details, please scroll down & see the details.

Citibank