Private Client Services Family Office Advisor

RS Group

Remote
Base: $84,200 - $145,000; bonus/equity: not specif...
Strong relationship management skills
Comprehensive insurance knowledge
Client advocacy during claims
The Private Client Services Family Office Advisor will provide personalized insurance solutions for high-net-worth clients

Job Summary

  • The Private Client Services Family Office Advisor will provide personalized insurance solutions for high-net-worth clients.
  • This role involves conducting thorough needs assessments and designing customized insurance portfolios.
  • Risk Strategies is committed to ethical conduct and a strong focus on Environmental, Social, and Governance issues.

Matching Summary

The Private Client Services Family Office Advisor will provide personalized insurance solutions for high-net-worth clients.

Salary

Base: $84,200 - $145,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong relationship management skills
  • Comprehensive insurance knowledge
  • Client advocacy during claims

Nice-to-have

  • Excellent communication skills
  • Analytical problem-solving abilities
  • Team collaboration with advisors

Key Requirements

  • Bachelor's degree in Finance or related field
  • 7-10 years of insurance industry experience
  • Active Property & Casualty and Life & Health licenses

Work Rights

Not specified

Tailored Resume

Cover Letter