UHNW Estate & Insurance Planning Specialist

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

Job summary

Howden Private Wealth is seeking an experienced financial professional in Hong Kong to develop referral networks and build leads for planning and life insurance products. The role emphasizes meeting clients, presenting planning concepts, and managing ongoing client follow-ups within compliance guidelines.

Ideal candidates have 8–12 years in finance, a Bachelor’s degree, and strong analytical, communication, and results-driven skills, with a focus on UHNW opportunities.

Qualifications

• 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 preferred.
• Strong analytical and problem solving skills, excellent communication, driven and ambitious in delivering results.

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 as appropriate per 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 meetings and correspondence.
• Participate in other marketing activities as appropriate.
• Utilize the company’s sales management systems and follow all solicitation and compliance requirements.

Education

Bachelor's degree

Job description

Howden Private Wealth is seeking an experienced financial professional in Hong Kong to develop referral networks and build leads for planning and life insurance products. The role emphasizes meeting clients, presenting planning concepts, and managing ongoing client follow-ups within compliance guidelines.

Ideal candidates have 8–12 years in finance, a Bachelor’s degree, and strong analytical, communication, and results-driven skills, with a focus on UHNW opportunities.