Dedicated Wealth Solutions Expert

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