Description
Howden Private Wealth, part of the Howden Group, is seeking a Private Banker Relationship Manager. With over 40 years of industry experience, we are the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.
Job Responsibilities
- Develop relationships with Private Bankers and other Referral Sources within assigned territories
- Identify and qualify potential prospects for planning and life insurance products
- Meet with clients to present planning concepts and life insurance products
- Track and manage prospective client situations
- Participate in training sessions for Private Bankers and Referral Source employees
Job Requirements
- Bachelor's degree from a reputable university
- 5-10 years of relevant experience in the financial industry
- Experience and knowledge in life insurance and/or high-net-worth space preferred
- Strong analytical and problem-solving skills, excellent communication, driven and ambitious
- Self-motivated and mature individuals with a strong drive for excellence
About Us The Howden Group is a global insurance broker with an international network, believing in putting its people first and providing holistic solutions for ultra-high-net-worth individuals.