Senior Wealth Strategy & Advisory Leader

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

Job summary

Prudential Hong Kong is seeking an experienced wealth management professional to lead client engagements with agents and high-net-worth individuals. You will identify needs, design integrated wealth solutions, and coordinate with legal, tax and premium financing partners to deliver comprehensive plans.

The role emphasizes proactive client service, market knowledge, and strong communication across Cantonese, Mandarin, and English. A professional license and ongoing certifications are valued.

Qualifications

• Bachelor’s degree in Finance, Wealth Management, Business, Law or related discipline.
• 5+ years in wealth management, private banking, or financial planning with HNW clients.
• Licensed with Insurance Authority or relevant regulatory approvals if required.

Responsibilities

• Conduct pre-case discussions with agents and identify client needs and wealth opportunities.
• Design integrated wealth solutions covering insurance, legacy planning, premium financing, trust, retirement, and succession.
• Coordinate with external partners to execute client solutions and ensure follow-through.
• Engage in client meetings with agents/partners and support closing opportunities.

Skills

Wealth management

Financial planning

Client relations

Regulatory licensing

HNW advisory

Education

Bachelor’s degree in Finance or related field

Tools

MS Office

PowerPoint

Excel

Job description

Prudential Hong Kong is seeking an experienced wealth management professional to lead client engagements with agents and high-net-worth individuals. You will identify needs, design integrated wealth solutions, and coordinate with legal, tax and premium financing partners to deliver comprehensive plans.

The role emphasizes proactive client service, market knowledge, and strong communication across Cantonese, Mandarin, and English. A professional license and ongoing certifications are valued.