UHNW Client Services Manager | Wealth & Insurance

Howden Private Wealth; Dubai; On-site; AED 60,000 - 120,000; Full time

Job summary

A leading independent insurance broker in Dubai seeks a dedicated professional to arrange and conduct Customer Policy Annual Reviews, ensuring efficient service delivery. The ideal candidate will have a relevant degree and at least 5 years of experience in policy servicing or private banking, with a focus on wealth planning and insurance. Strong organizational skills, a can-do attitude, and excellent communication abilities are essential for building successful relationships with stakeholders and cultivating new business opportunities.

Qualifications

• Minimum 5 years of relevant work experience in policy servicing or private banking.
• Experience in wealth planning and insurance is a plus.
• Accountable and taking ownership of tasks.

Responsibilities

• Arrange and conduct Customer Policy Annual Review.
• Take ownership of requests and coordinate cases as necessary.
• Build and maintain strong relationships with stakeholders.
• Cultivate existing business relationships.
• Create methods to obtain new clients and take initiative.

Skills

Organizational skills

Problem-solving skills

Interpersonal communication skills

Ability to multi-task

Education

Degree holder with professional insurance qualifications

Job description

A leading independent insurance broker in Dubai seeks a dedicated professional to arrange and conduct Customer Policy Annual Reviews, ensuring efficient service delivery. The ideal candidate will have a relevant degree and at least 5 years of experience in policy servicing or private banking, with a focus on wealth planning and insurance. Strong organizational skills, a can-do attitude, and excellent communication abilities are essential for building successful relationships with stakeholders and cultivating new business opportunities.