About Us
With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life, to private placement life insurance policies) for UHNW individuals globally.
We have licensed representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.
The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.
Job Responsibilities
- Work closely with key referral partners to increase wealth management & life insurance planning awareness amongst their existing client base
- Assist to open up new referral partnerships through personal contacts and networks
- Provide market intelligence and monitor and prepare reports on business development activities including the penetration level of each key partner, conversion ratios etc.
- Develop strong relationships with both internal stakeholders as well as referral partners
- Institutionalize individual banker relationships where needed
- Differentiate and promote Howden Private Wealth based on our thought leadership expertise to develop business opportunities
- Ensure strict adherence to all regulatory compliance requirements as well as group policies/procedures
- Conduct coaching/ training sessions for referral partners to raise awareness of importance of wealth management and life insurance planning
- Collaborate closely with referral partners to identify client opportunities for wealth management services
- Plan and Support all introducer and client marketing events
- Support in the business administration of general documentation, setting up of meetings and medicals
Job Requirements
- Experience in the distribution and/ or sales of wealth management services, with particular focus on life insurance products, as well as experience in the HNW space
- Minimum 5 years experience in the Wealth Management industry
- Fluent in spoken and written Thai and English and a confident presenter
- Ideally licensed in Thailand to conduct life insurance advisory
- Entrepreneurial and able to work independently
- Passionate about the importance of wealth planning
