Vice President, Estate Planning Consultant

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

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• 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

Job Requirements

• Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry
• Experience and knowledge in life insurance and/or HNW space will be preferred
• Experience covering African markets will be preferred
• Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
• Self-motivated and mature individuals who possess a strong drive for excellence
• Passionately committed to developing a long-term career in the industry