Insurance Specialist

Full-time Other-General

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 ...