Wealth Solutions Lead for High-Net-Worth Clients

Prudential Services Asia

Hong Kong

On-site

HKD 650,000 - 900,000

Full time

9 days ago

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Job summary

Prudential Services Asia is seeking a dedicated Wealth Solutions Expert to support agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions in Hong Kong. The role involves pre-case consultations, case strategy, and wealth coaching to drive high-net-worth business outcomes.

You will coordinate with external partners and participate in client meetings to close opportunities, while developing agents’ capabilities through

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
Must obtain Insurance Authority license (Paper 1,3&5) or equivalent for regulated activities
Proficient in MS Office including PowerPoint and Excel; able to type Chinese characters
Strong communication, presentation and interpersonal skills; fluent in English, Cantonese and Mandarin

Responsibilities

Conduct pre-case discussions with agents to identify client opportunities and design integrated wealth solutions
Participate in client meetings with agents and VAS partners to advance outcomes
Coordinate with external partners (trust providers, legal, tax, family office, financing banks) to implement solutions
Coach agents on wealth topics, fact-finding, and HNW sales practices; share market trends and best practices