Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Act as a dedicated wealth solutions expert supporting agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions. The role provides case consultation, client-facing support, and wealth coaching to drive HNW business outcomes.

Job Descriptions:

Pre-Case Consultation & Case Strategy

Conduct pre-case discussions with agents with business opportunities.
Identify client needs, risk exposures, and wealth planning opportunities including product comparison to highlight Prudential proposition.
Design integrated wealth solutions covering insurance, legacy planning, premium financing, trust, retirement, and succession needs.
Recommend suitable combination of products and/or VAS offerings

Joint Field Work & Client Engagement

Participate in client meetings together with agents and/or VAS partner and assist in closing.
Provide professional and neutral wealth advisory support.
Facilitate discussions on complex wealth planning topics.

Wealth Solutions & VAS Management

Coordinate with external professional partners including:
Trust providers / Legal firms / Tax advisors / Family office partners / Retirement service providers / Premium financing banks
Ensure smooth execution of client solutions and follow-through

Agent Capability Development

Deliver specialized wealth topics trainings, Premium Financing/Reversed Mortgage/Trust/Business Insurance / CIES.
Coach agents on fact-finding, risk identification, solution development, and HNW sales practices.
Share market trends and best practices and comment on new products in development.
Raise overall wealth management competency across the agency force.

Job Requirements:

Bachelor’s degree or above, in Finance, Wealth Management, Business, Law, Insurance, or related discipline
5+ years experience in wealth management, private banking, insurance advisory, financial planning, or HNW client servicing.
You are required to obtain the license of Insurance Authority (IA) (Paper 1,3&5) or any licenses if your job involves regulated activities
PC skills in MS Office, including Power Point, Excel and Chinese character typing
Good communication, presentation and interpersonal skills
Proactive, mature, initiative & customer service oriented
Strong communications skills with fluent English, Cantonese and Mandarin

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

We are Prudential. For every life, we are partners. For every future, we are protectors.

Prudential plc provides life and health insurance and asset management to 17 million customers across 20 markets in Asia and Africa. We are headquartered in Hong Kong and have dual primary listings on the Stock Exchange of Hong Kong and the London Stock Exchange. We are focused on four strategic regions: Greater China, ASEAN, India and Africa. Our customers are served by around 55,000 agents and more than 200 bank partners.

Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom.

Find out more at www.prudentialplc.com

Senior Manager, Wealth Management