Senior Manager, Wealth Management

Prudential plc; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Prudential plc seeks a dedicated Wealth Solutions Expert to support agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions.

You will provide case consultation, client-facing support, and wealth coaching to drive HNW business outcomes, coordinating with external partners and developing agent capabilities.

Qualifications

• 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
• IA license (Paper 1,3,5) or equivalent regulated-activities license
• Proficient MS Office skills including PowerPoint and Excel; Chinese character typing
• Strong communication, presentation and interpersonal skills
• Fluent in English, Cantonese and Mandarin

Responsibilities

• Conduct pre-case discussions with agents to identify 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.
• Coordinate with external professional partners to ensure smooth execution of client solutions and follow-through.

Skills

Communication

Multilingual

Wealth planning

Client needs analysis

Education

Bachelor’s degree or above in Finance, Wealth Management, Business, Law, Insurance, or related discipline

Tools

MS Office

PowerPoint

Excel

Chinese typing

Job description

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.