Senior Private Wealth Estate Planning Advisor

Howden Private Wealth

Kuala Lumpur

Sur place

MYR 120 000 - 240 000

Plein temps

14 jours+

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Résumé du poste

Howden Private Wealth is a global independent insurance broker with decades of industry experience. This role focuses on developing relationships with private bankers and referral sources across assigned territories, identifying prospects for planning and life insurance products, and meeting clients.

You will present planning concepts, track prospects, and participate in training to keep bankers informed about solutions.

Qualifications

Bachelor’s degree from a reputable university with 5–10 years in the financial industry.
Experience in life insurance or HNW space preferred.
Strong analytical and problem-solving skills with excellent communication.
Self-motivated and mature with a drive for excellence.
Committed to developing a long-term career in the industry.

Responsabilités

Develop relationships with Private Bankers and other referral sources in the assigned territories.
Develop leads and prospects with Private Bankers to qualify opportunities for planning and life insurance products.
Meet with clients per solicitation guidelines and availability.
Present the company’s planning concepts and life insurance products to prospects.
Track, manage and follow up on prospective client situations.
Participate in training sessions to keep Private Bankers informed of solutions.