Estate Planning Consultant

Howden Group Holdings; Kuala Lumpur; On-site; MYR 70,000 - 100,000; Full time

Job summary

A leading financial services company in Kuala Lumpur is seeking an experienced professional to develop relationships with Private Bankers and present life insurance products. The ideal candidate has 5 to 10 years of experience in the financial industry and strong analytical skills. This role involves tracking client situations and providing training to referral sources, with a passion for excellence and long-term career commitment in the industry.

Qualifications

• 5 to 10 years of relevant experience in the financial industry.
• Experience in life insurance and/or HNW space preferred.
• Self-motivated and mature individuals with a strong drive for excellence.

Responsibilities

• Develop relationships with Private Bankers and Referral Sources.
• Meet with clients to present planning concepts and life insurance products.
• Track, manage and follow up on prospective client situations.

Skills

Analytical skills

Problem-solving skills

Communication skills

Delivering results

Education

Bachelor’s degree from a reputable university

Job description

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.

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