UHNW Estate Planning & Wealth Advisory 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

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.