Executive Estate Planning Consultant for UHNW Wealth

Howden Private Wealth; Zürich; Vor Ort; CHF 120.000 - 200.000; Vollzeit

Zusammenfassung

Howden Private Wealth is seeking a seasoned wealth planning professional in Zurich to build relationships with private bankers and wealth managers across African markets, identifying prospects and presenting planning and life insurance solutions.

You will meet clients, track prospective situations, and participate in training sessions to keep partners informed of Howden's holistic insurance solutions for UHNW clients.

Qualifikationen

• Bachelor’s degree from a reputable university (education requirement).
• 5–10 years of relevant experience in the financial industry.

Aufgaben

• Develop relationships with Private Bankers, EAMs, Wealth Managers and other referral partners across the African markets.
• Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company’s planning and life insurance products.
• Meet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability.
• Present the Company’s planning concepts and life insurance products to Prospects.
• Track, manage and follow up on prospective client situations.
• Participate in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company’s solutions and potential concepts to fit their client base

Jobbeschreibung

Howden Private Wealth is seeking a seasoned wealth planning professional in Zurich to build relationships with private bankers and wealth managers across African markets, identifying prospects and presenting planning and life insurance solutions.

You will meet clients, track prospective situations, and participate in training sessions to keep partners informed of Howden's holistic insurance solutions for UHNW clients.