# Dedicated Wealth Solutions Expert

**Company**: Prudential
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Hong-Kong/Senior-Manager--Wealth-Management_26090411?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_32231c0e-774

## Description

Act as a dedicated wealth solutions expert supporting agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions.

**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

## Skills

### Required
- wealth management
- private banking
- insurance advisory
- financial planning
- HNW client servicing
- MS Office
- communication
- presentation
- interpersonal skills

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Source: [Apply at prudential.wd3.myworkdayjobs.com](https://prudential.wd3.myworkdayjobs.com/en-US/prudential/job/Hong-Kong/Senior-Manager--Wealth-Management_26090411?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)