Wealth Management Consultant
1 week ago
At Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.
Our extensive network enables us to address clients' diverse insurance requirements, from art and political risk to life insurance products. By leveraging our expertise and resources, we provide a comprehensive approach to wealth management, empowering our clients to achieve their objectives.
The Howden Group is built on a foundation of entrepreneurship, innovation, and a commitment to excellence. We attract and retain top talent, fostering a culture that prioritizes people, growth, and client satisfaction.
Key Responsibilities
- Foster relationships with referral sources and identify new business opportunities
- Collaborate with clients to understand their needs and preferences
- Present and promote our wealth planning and insurance solutions
- Analyze market trends and competitor activity to stay ahead
- Contribute to marketing efforts and thought leadership initiatives
- Ensure compliance with regulatory standards and internal policies
Essential Qualifications
- Relevant bachelor's degree, with 8-12 years of experience in the financial sector
- Proven track record in life insurance and/or HNW consulting preferred
- Excellent communication, analytical, and problem-solving skills
- Driven, motivated, and results-focused professional
- Commitment to long-term career development in the industry
Seniority level
Mid-Senior level
Employment typeFull-time
Job functionSales and Administration
IndustriesFinancial Services, Insurance, and Insurance Agencies and Brokerages
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