Assistant Vice President, Estate Planning Consultant

1 month ago


dubai, United Arab Emirates Howden Private Wealth Full time
About UsWith 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 ResponsibilitiesDevelop relationships with Private Bankers and other Referral Sources within the EPC’s assigned territoriesDevelop 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 productsMeet with clients (with and without Private Bankers and other Referral Sources present) where appropriate pursuant to the solicitation guidelines and client availabilityPresent the Company’s planning concepts and life insurance products to ProspectsTrack, manage and follow up on prospective client situationsParticipate 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 baseJob RequirementsBachelor’s degree from a reputable university, with 5 to 10 years of relevant experience in the financial industryExperience in the Arab/Islamic financial sector and knowledge in life insurance, trust and/or HNW space will be preferredProven track record of successful sales experienceSelf-motivated and mature individuals with a sales mindset and strong drive for excellenceStrong interpersonal and communication skillsFluency in English and Arabic language
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