Estate Planning Consultant

HPW SGP: IPG Financial Services Pte Ltd; Kuala Lumpur; Presencial; MYR 120 000 - 180 000; Tempo integral

Resumo da oferta

HPW SGP: IPG Financial Services Pte Ltd in Kuala Lumpur seeks a seasoned Private Wealth Relationship Manager to develop relationships with Private Bankers and other referral sources, and to present planning concepts and life insurance products to clients.

You'll meet with clients, identify prospects, track cases, and participate in training to keep bankers informed. A Bachelor's degree with 5–10 years in financial services is required; experience in life insurance or HNW is preferred.

Qualificações

• Bachelor's degree from a reputable university with 5–10 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 and excellent communication.
• Self-motivated and mature with a drive for excellence.
• Committed to developing a long-term career in the industry.

Responsabilidades

• Develop relationships with Private Bankers and other referral sources in the EPC's assigned territories.
• Develop leads and prospects by working with Private Bankers and referral sources to identify and qualify prospects for planning and life insurance products.
• Meet with clients (with or without Private Bankers) 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.
• Participate in Private Banker and other Bank or Referral Source Training sessions and keep bankers informed of solutions.

Formação académica

Bachelor's degree

Descrição da oferta de emprego

About Us

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.

Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us - the people who work in the business - supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They're invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.

Job Responsibilities

• Develop relationships with Private Bankers and other Referral Sources within the EPC's assigned territories
• 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
• 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