Insurance Analyst

United States Citigroup; Dubai; On-site; AED 180,000 - 280,000; Full time

Benefits offered by this job

Bank-approved Variable Compensation

Global network access

Learning and development opportunities

Performance-driven team environment

Wellbeing and financial support

Job summary

Citi in Dubai is seeking an Insurance Planning Specialist to join its Wealth Advisory team as the primary insurance expert supporting Client Advisors and high-net-worth clients with life insurance and wealth protection solutions.

The role blends deep product knowledge with client advisory and sales, shaping insurance strategy and driving revenue within Citi's private banking environment in the UAE.

Qualifications

• At least 3-5 years of experience selling life insurance products in the UAE.
• Background in wealth management with a sales and product focus.
• Comprehensive knowledge of insurance, investment management, and market trends relevant to high-net-worth client advisory.
• Effective communication and interpersonal skills with ability to engage and influence high-net-worth individuals.
• MBA or business degree qualification.
• Must be based in or willing to relocate to Dubai.

Responsibilities

• Act as the insurance subject matter expert for Client Advisors, advising high-net-worth clients on suitable insurance solutions across wealth protection, accumulation, retirement planning, child education, estate preservation, and endowment planning.
• Design and recommend tailored insurance strategies that align with each client's financial goals, risk profile, and long-term planning needs.
• Build and manage an active insurance sales pipeline by engaging prospective clients directly, following through each opportunity to closure independently or alongside Client Advisors.
• Coach and upskill Client Advisors on insurance concepts, products, and sales processes to strengthen team capability and generate qualified referrals.
• Collaborate with the Insurance Product Head and insurer partners to develop new product offerings, client promotions and targeted micro-marketing events.
• Deliver quality after‑sales service to deepen client relationships and generate referral business that expands the client base.
• Identify, escalate, and address compliance and conduct matters in line with insurance sales regulations, anti‑money laundering requirements, and internal governance standards.

Skills

Insurance sales

Wealth management

Client advisory

Relationship building

Communication skills

Education

MBA or business degree

Job description

Citi is looking for an Insurance Planning Specialist to join its Wealth Advisory team in Dubai serving as the primary insurance subject matter expert supporting Client Advisors and high-net-worth clients across a broad range of life insurance and wealth protection solutions. In this role you will play a central part in driving insurance revenue within Citi's consumer wealth management business combining deep product knowledge with a hands‑on client advisory and sales approach. This is an opportunity to shape insurance strategy, develop client relationships, and deliver measurable outcomes in one of the UAE's leading private banking environments.

Responsibilities

• Act as the insurance subject matter expert for Client Advisors, advising high-net-worth clients on suitable insurance solutions across wealth protection, accumulation, retirement planning, child education, estate preservation, and endowment planning.
• Design and recommend tailored insurance strategies that align with each client's financial goals, risk profile, and long-term planning needs.
• Build and manage an active insurance sales pipeline by engaging prospective clients directly, following through each opportunity to closure independently or alongside Client Advisors.
• Coach and upskill Client Advisors on insurance concepts, products, and sales processes to strengthen team capability and generate qualified referrals.
• Collaborate with the Insurance Product Head and insurer partners to develop new product offerings, client promotions and targeted micro-marketing events.
• Deliver quality after‑sales service to deepen client relationships and generate referral business that expands the client base.
• Identify, escalat(ed), and address compliance and conduct matters in line with insurance sales regulations, anti‑money laundering requirements, and internal governance standards.

What We Offer At Citi

• Eligibility for a bank‑approved Variable Compensation Plan rewarding individual performance and sales achievement.
• Access to Citi's global network and resources offering exposure to international best practices and cross‑functional collaboration across business lines.
• Ongoing learning and professional development opportunities to deepen product knowledge and advance your career within wealth management.
• A performance‑driven team environment where your contribution to client outcomes and revenue goals is recognized and valued.
• Wellbeing and financial support benefits in line with Citi's standard employee offering in the UAE.

Job Family Group Consumer SalesJob Family Consumer Product SalesTime Type Full time

Qualifications

• At least 3 5 years of experience selling life insurance products in the UAE market, with a strong command of UAE-based life insurance products and underlying mutual funds.
• Demonstrated background in wealth management with a combined sales and product focus, including familiarity with financial planning concepts.
• Comprehensive knowledge of insurance, investment management, and current market, economic, and financial trends relevant to high-net-worth client advisory.
• Effective communication and interpersonal skills, with the ability to engage, influence, and build trust with high-net-worth individuals and internal stakeholders.
• Strong analytical and problem‑solving skills, with the ability to assess complex client financial situations and structure appropriate solutions.
• MBA or business degree qualification.
• Must be based in or willing to relocate to Dubai.

Beneficial Skills & Qualifications

• Professional insurance certification such as the Chartered Insurance Institute (CII) qualification or equivalent.
• Experience organizing or participating in client‑facing marketing events within a banking or financial services environment.