Client Relationship Manager – Private Client
The primary objective of this position is to effectively manage a portfolio of established High Net Worth and Ultra High Net Worth clients, ensuring their needs are met and expectations exceeded.
* Determine quotations for new private clientele by consulting with insurance experts.
* Collaborate with sales colleagues to achieve cross-selling targets through strategic partnerships.
To establish successful working relationships, customer service managers must build trust with all customers. This involves maintaining exceptional teamwork dynamics while providing professional services that cater to our customers' needs.>Respond promptly!>, Accurately document client interactions ----------------------------------- Requirements: Certified Insurance Professional (CIP) qualification Compliance with the Central Bank's Minimum Competency Code Previous experience in business development Strong technical product knowledge Excellent IT skills Organizational abilities