Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms
Job Summary
Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms.
The role involves developing leads and prospects by working closely with Private Bankers and other Referral Sources to identify and qualify potential clients for planning and life insurance products.
The Howden Group strongly believes in putting its people first, knowing that profits will follow and clients will truly benefit.
Matching Summary
Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms.
Skills & Requirements
Must-have
Develop relationships with Private Bankers
Identify and qualify potential prospects
Present life insurance products
Track and manage prospective client situations
Participate in training sessions
Nice-to-have
Strong analytical and problem solving skills
Excellent communication
Driven and ambitious
Self-motivated and mature
Long-term career commitment
Key Requirements
Bachelor’s degree from reputable university
5 to 10 years relevant financial industry experience
Experience in life insurance and/or HNW space preferred