Estate Planning Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

With a strong presence in key markets worldwide, Howden Private Wealth is renowned for its expertise in wealth planning and insurance solutions. As an independent broker, we have established relationships with the world's most respected private banks, family offices, law firms, and tax advisory groups.

We pride ourselves on delivering holistic solutions to our UHNW clients, addressing their complex insurance needs through our global network. Our dedicated teams are passionate about building long-term relationships, providing tailored advice, and guiding clients towards optimal outcomes.

The Howden Group is committed to fostering entrepreneurial spirit, attracting top talent, and promoting a culture of excellence. As the largest independent European broker, we believe in putting people first, driving growth, and ensuring our clients benefit from our expertise.

Job Responsibilities

  • Develop strategic partnerships with referral sources within designated territories
  • Identify and qualify potential prospects for our planning and life insurance products
  • Present our concepts and solutions to clients, ensuring seamless solicitation processes
  • Track and follow up on prospective client situations, utilizing our sales management systems
  • Participate in marketing initiatives to drive business growth
  • Maintain strict compliance with regulatory requirements

Requirements

  • Bachelor's degree from a reputable institution, with 8-12 years of relevant experience in the financial industry
  • Proven expertise in life insurance and/or HNW space preferred
  • Strong analytical skills, excellent communication, driven results-oriented individual
  • Mature, self-motivated, and ambitious professional with a passion for excellence
  • Long-term career commitment to the industry

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Administration

Industries

Financial Services, Insurance, and Insurance Agencies and Brokerages



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