Direct message the job poster from Howden Private Wealth
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
Conduct annual policy reviews and analysis of existing in-force policies with clients and their private bankers
Identify upselling and cross-selling opportunities
Prepare clients’ annual review packs for servicing consultants
Prepare, create, populate various excel worksheets on client information for client servicing and post-sales follow ups
Handle all policy servicing requests from private banking partners, policy owners and insurers
Act as a liaison between trustees, bank and insurers on offshore structure holding HNW insurance policies
Coordinate FATCA, UK CDOT and OECD CRS requirements for the various insurers
Identify client’s holding structure for compliance and AML regulations for KYC reporting
Enhance service quality for clients and private banking partners
Job Requirements
Possess at least a Bachelor degree in any discipline
At least 3 to 4 years of work experience, preferably with knowledge in insurance
Proficient in Microsoft Office
Strong customer service and communication skills (bilingual in English and Mandarin)
Good understanding of trust and corporate structures
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service
Industries
Insurance and Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at Howden Private Wealth by 2x
We’re unlocking community knowledge in a new way.
Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr