Howden Private Wealth is an independent insurance broker that specializes in procuring insurance products for UHNW individuals globally.
Job Responsibilities - Deliver tailored life insurance solutions that meet clients’ financial needs and objectives
- Partner with Relationship Managers and branch staff to identify opportunities and provide expert insurance advice
- Participate in joint client meetings and actively follow up on leads generated through the Bank
- Build strong working relationships with Relationship Managers and branch staff and across relevant business partners
- Manage the end-to-end client engagement process, including follow-up planning, meetings, correspondence, and accurate tracking in the system
- Ensure full compliance with internal policies, procedures, and regulatory requirements
Job Requirements - Bachelor’s degree with 4–5 years of relevant experience in the financial ...