Financial Planning Specialist

2 days ago


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

About Us

With over 40 years of experience, Howden Private Wealth is the trusted wealth planning partner to leading private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialize in securing insurance solutions for high net worth individuals globally.

We have a global presence with representatives across key markets. Our commitment to providing holistic solutions enables us to address our clients' diverse insurance needs through our extensive network.

The Howden Group prioritizes its people, believing that profits will follow and clients will benefit. We are proud to build a business that brings together entrepreneurial teams with the best expertise and talent from around the world.

Job Responsibilities
  • Develop relationships with referral sources within assigned territories
  • Generate leads and prospects by collaborating with referral sources to identify potential clients for the Company's planning and life insurance products
  • Maintain client relationships through regular meetings and correspondence
  • Present the Company's planning concepts and life insurance products to prospects
  • Track and manage prospective client situations, including follow-up planning, meetings, and correspondence
  • Participate in marketing activities as required
  • Utilize the Company's sales management systems and adhere to solicitation and compliance requirements
Requirements
  • Bachelor's degree from a reputable university, with 8-12 years of relevant experience in the financial industry
  • Experience and knowledge in life insurance and/or high net worth space are preferred
  • 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
  • Passionately committed to developing a long-term career in the industry


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