Estate Planning Consultant

DUAL • Wealth Management • Financial Consulting • Bachelor's Degree • 1 year ago
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Salary
≈ $16k – $35k per year (Estimated)
Location
In office (Kuala Lumpur)
Seniority
Senior · 5+ years exp
Employment
Full-Time
Overview
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DUAL

DUAL is an international specialist underwriting group and managing general agent headquartered in London, writing commercial property, casualty, financial lines, professional indemnity, cyber, marine and construction risks on behalf of rated insurers and reinsurers. The group is part of Howden, the employee-owned international insurance group, and reports more than 1,750 people in 21 countries, over 70 product lines and about 3 billion euros of gross written premium, with a Benelux branch in Rotterdam. It hires underwriters, claims handlers, account executives, finance and accounting staff, and IT specialists, largely through the Howden group careers board.
dualinsurance.com • HQ: London, United Kingdom • 5000+ employees

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 insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have 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

  • 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 (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availability

  • Present the Company’s planning concepts and life insurance products to Prospects

  • Track, manage and follow up on prospective client situations

  • Participate 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

Job Requirements

  • Bachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industry

  • Experience and knowledge in life insurance and/or HNW space will be preferred

  • Individuals with strong analytical and problem solving skills, excellence 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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