Howden Private Wealth

Manager, Client Services

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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 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 Responsibilities

  • Supports communications with carriers on new product launches, updates and training
  • Work closely with Sales Consultants on US-connected referrals and opportunities
  • Manage illustration software access and updates
  • Run illustrations upon request from Marketing & Products (M&P) and/or Sales Consultants
  • Offer technical support on U.S. products and solutions
  • Help to arrange medicals and support all aspects of new business operations to take cases all the way from submission to commission
  • Coordinate with consultants and global offices’ client servicing teams to support annual policy reviews
  • Support all in-force policy questions and servicing requests
  • Work within M&P team to leverage on US and global product capability to open new markets and opportunities
  • Support M&P in developing sales materials and/or other product analysis content
  • Full back-up of VP, US Products and Operations to ensure full coverage of U.S. operations at all times



Job Requirements

  • Minimum 3 years of experience in the U.S. insurance industry, preferably for the HNW clients segment
  • Life insurance license
  • Advanced life insurance products knowledge, marketing concepts and solutions expertise
  • Experience in new business submissions and policy services
  • Work from home and willing to work flexible hours to accommodate referrals and global offices in various time zones
  • Strong verbal and written communication
  • Seniority level

    Associate
  • Employment type

    Full-time
  • Job function

    Customer Service
  • Industries

    Financial Services

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