Private Client Advisor

2 days ago


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

Why Join Us?

We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.

We prioritize building strong relationships with our clients, understanding their unique needs and preferences. Our global presence enables us to provide seamless support across key markets, addressing our clients' diverse insurance needs through our extensive network.

The Howden Group is committed to fostering a culture that values entrepreneurial spirit, expertise, and talent from around the world. We believe that by putting our people first, we will create a successful business that benefits our clients.

Key Responsibilities
  • Build strategic relationships with referral sources within assigned territories
  • Cultivate leads and prospects by working with referral sources to identify potential clients for the Company's planning and life insurance products
  • Maintain regular communication with clients, ensuring their needs are met
  • Present the Company's planning concepts and life insurance products to prospects, highlighting their value proposition
  • Manage prospective client situations, including follow-up planning, meetings, and correspondence
  • Contribute to marketing initiatives as required
  • Adhere to the Company's sales management systems and solicitation and compliance requirements
Requirements
  • Bachelor's degree from a reputable university, with 8-12 years of relevant experience in the financial industry
  • Desirable: experience and knowledge in life insurance and/or high net worth space
  • Strong analytical and problem-solving skills, excellent communication, driven, and ambitious in delivering results
  • Self-motivated and mature individuals who possess a strong drive for excellence
  • Committed to developing a long-term career in the industry


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