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Howden

Vice President Estate Planning Consultant

Hong Kong - 24/F Henley Building

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hirly's read of this role

Seniority
Executive
Country
HK
Work mode
On-site / unstated
First seen by hirly
12 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Job Responsibilities

  • Develop relationships with referral sources within the EPC’s assigned territories
  • Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products
  • Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
  • Present the Company’s planning concepts and life insurance products to prospects
  • Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system
  • Participate in other marketing activities as appropriate
  • Utilize the Company’s sales management systems and follow all solicitation and compliance requirements

Job Requirements

  • Bachelor’s degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
  • Experience and knowledge in life insurance and/or HNW space will be preferred
  • Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
  • Self-motivated and mature individuals who possess a strong drive for excellence
  • Passionately committed to developing a long-term career in the industry
Original posting on Howden's site ↗

Listed on hirly, a job board. hirly is not the employer: Howden is hiring for this role.

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