Estate Planning Consultant

Howden Private Wealth; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Howden Private Wealth is seeking an experienced professional to develop relationships with referral sources across assigned territories and to identify, qualify and pursue opportunities for life insurance products for UHNW clients.

You will meet with clients, present planning concepts, and manage follow-up activities within strict solicitation and compliance guidelines, leveraging the Howden network to address global insurance needs.

Qualifications

• Bachelor's degree from a reputable university; 8–12 years in the financial industry.
• Experience in life insurance and/or HNW space preferred.
• Strong analytical and problem-solving skills with excellent communication.
• Self-motivated, mature, ambitious with a drive for excellence.

Responsibilities

• Develop relationships with referral sources within assigned territories.
• Develop leads and prospects with referral sources for life insurance products.
• Meet with clients as per guidelines and client availability.
• Present planning concepts and life insurance products to prospects.
• Track, manage and follow up on prospective client situations.
• Participate in marketing activities and follow compliance requirements.

Skills

Analytical skills

Problem solving

Excellent communication

Self-motivated

Ambitious

Drive for excellence

Long-term career orientation

Education

Bachelor's degree

Job description

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 referral sources within the EPC's assigned territories
• Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company's planning and life insurance products
• Meet with clients 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 including follow-up planning, meetings, correspondence, tracking information in the system
• Participate in other marketing activities as appropriate
• Utilize the Company's sales management systems and follow all solicitation and compliance requirements

Job Requirements

• Bachelor's degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
• Experience and knowledge in life insurance and/or HNW space 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