Wealth Strategy & Transformation Director

Prudential plc

Hong Kong

On-site

HKD 1,800,000 - 3,200,000

Full time

14 days+

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Job summary

Prudential plc is seeking a Director of Strategy and Transformation to report to the CSTO, Group Wealth. You will guide strategic planning, portfolio governance, and value realisation across Wealth, coordinating with Distribution, Product, Finance, Operations, Technology, Risk and LBUs, to translate priorities into executable initiatives with clear ownership and milestones.

You will shape strategies for HNW/UHNW, oversee Bermuda structures and international distribution, and drive

Qualifications

Bachelor’s degree in Business, Finance, Economics, Strategy, Actuarial Science or a related discipline; MBA or equivalent advanced degree preferred.
12+ years of experience in strategy, transformation, management consulting or portfolio management.
Significant experience within insurance, reinsurance, wealth management or broader financial services.
Proven track record leading complex, cross-functional strategic or transformation initiatives, including developing business strategies and business cases.
Experience influencing senior executives and operating effectively across a matrixed organisation.
Demonstrated experience leading and developing teams or multidisciplinary project resources, including coaching and quality assurance
Strong working knowledge of strategic-planning cycles, portfolio-governance frameworks and value-realisation methodologies
Strong commercial and financial acumen, including the ability to assess value creation and investment returns.
Strong analytical, problem-solving, written and verbal communication, and presentation skills.

Responsibilities

Lead governance of Wealth strategic initiative portfolio from business case development through execution and benefits realization.
Establish clear priorities, accountabilities, milestones, and performance measures for strategic initiatives.
Review and challenge initiative plans to ensure alignment with strategic, commercial, and financial objectives.
Identify portfolio dependencies, delivery risks and resource constraints, and coordinate timely intervention.
Support investment prioritization and funding decisions across competing strategic initiatives.
Stay abreast of regulatory developments, macroeconomic trends, and market outlooks to shape wealth management strategy.
Establish frameworks to assess the financial and non-financial value of strategic investments.
Review and challenge business case assumptions, benefits, costs and implementation requirements.
Track performance against committed outcomes and drive accountability among initiative owners.
Identify underperformance and recommend corrective action, reprioritization or escalation.
Partner with Finance and business teams to maintain a consolidated view of strategic performance.
Drive development of strategies for HNW and UHNW customers, products, and distribution models.
Assess the strategic implications of Bermuda-based insurance and reinsurance structures.
Partner with Finance, Actuarial, Investments, Risk and Reinsurance to evaluate capital, liquidity and risk transfer considerations.
Drive execution of the Group Wealth strategy across Hong Kong, Singapore and other participating LBUs.
Ensure strategic proposals reflect relevant regulatory, tax, governance, and operating model considerations.
Mobilise cross-functional teams to translate strategic priorities into executable transformation roadmaps.
Facilitate resolution of issues and dependencies across Wealth, LBUs and Group functions such as Customer & Marketing, Finance & Actuarial, Risk & Compliance and Legal.
Drive pace, transparency and execution discipline across major change initiatives.
Ensure operating model, technology, process and organisational implications are considered in transformation planning.
Promote agile and outcome-focused approaches to strategy execution.
Build effective partnerships across Group functions including GTO, GEC, Board, LBUs, and external advisers.
Communicate strategic priorities and implications across the business to build alignment, understanding and organisational buy-in.
Facilitate senior stakeholder discussions and drive alignment on complex or sensitive topics.
Represent the Strategy and Transformation Office in selected governance and working forums.
Support the CSTO in building a high-performing Strategy and Transformation function.
Provide direction, coaching, and quality assurance to team members and project resources.
Develop common strategy, portfolio management, and value-realisation methodologies.
Promote knowledge sharing and strategic capability building across Wealth.
Foster a culture of analytical rigour, collaboration, and accountability.