Private Wealth Manager

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full time

We are seeking a Private Wealth Manager to join our team at Howden Insurance Brokers Limited. As an independent life insurance broker, we specialise in procuring life insurance products for UHNW individuals globally.

Key Responsibilities
  • Develop relationships with Private Bankers and other Referral Sources within the EPC's assigned territories.
  • Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products.
  • Meet with clients where appropriate pursuant to the solicitation guidelines and client availability.
  • Presents the Company's planning concepts and life insurance products to Prospects.
  • Tracks, manages and follows up on prospective client situations.
  • Participates in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company's solutions and potential concepts to fit their client base.
Requirements
  • Bachelor's degree in business management or related disciplines.
  • Minimum 6 years of relevant experience in the financial industry.
  • Experience and knowledge in life insurance and/or HNW space will be preferred.
  • Strong analytical and problem-solving skills, excellent communication, driven and ambitious in delivery of 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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