Insurance Specialist

About Manulife

Join a world-class insurance and private banking platform in DIFC, delivering bespoke wealth protection strategies to the region’s most influential families. Serve as the dedicated insurance specialist embedded within the Private Bank coverage model.

Responsibilities

• Private Bank Coverage & Collaboration: Work hand-in-hand with Private Bankers to identify opportunities, co-create strategies, and deliver tailored insurance solutions that strengthen banker-client relationships and deepen wallet share.
• Client Advisory & Solution Design: Conduct needs based‑ assessments for complex client profiles (entrepreneurs, multijurisdictional families, family offices), presenting potential solutions, ‑articulating benefits and trade‑offs across protection, accumulation, wealth preservation and liquidity solutions.
• Risk, Conduct & Regulatory Compliance: Operate in strict adherence to DIFC/DFSA regulations, data protection requirements, and Manulife and Bank’s internal policies (including KYC, enhanced due diligence for source of‑ wealth/source‑ of‑ ‑funds, suitability and appropriateness, conflicts, and record‑keeping).
• Enable banker success through advanced training on insurance planning, premium financing, and legacy structuring.
• Build and maintain a robust pipeline of qualified leads in collaboration with Private Bankers, Investment Counsellors and Relationship Managers.

Qualifications

• 5+ years experience in insurance or financial services, preferably with HNW/UHNW clients.
• Strong knowledge of insurance products and wealth management strategies.
• Excellent communication and interpersonal skills.