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
Prepare Annual Review Packs, including the summary table
Upload Annual Review Packs into Dynamics and update policy information when necessary
Download Premium Notice and upload into Dynamics
Request Annual Statements, CSV Letters, In-force Illustrations upon request from clients/referral partners/Consultants
Request and prepare quarterly CSV reports to banks
Respond to all emails sent in a timely and accurate manner
Maintain and updating of annual review pack templates and checklists
Any other ad-hoc task as required by the department
Job Requirements
Bachelor’s degree with relevant experience in the financial industry
Experience and knowledge in life insurance will be preferred
Strong organisational and communication skills
Proficient in Microsoft Office
Team player and strong interpersonal skills
Able to work independently and complete all tasks with minimal supervision or assistance
