HNW Investment Counsellor (1 Year Contract)

Prudentials purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured for our people customers and partners. We provide a platform for our people to do their best work and make an impact to the business and we support our peoples career ambitions. We pledge to make Prudential a place where you can Connect Grow and Succeed.

Client Engagement & Relationship Management:

Cultivate deep long-term relationships with affluent and high-net-worth individuals. Provide relevant investment insights by understanding life goals financial needs and generational aspirations.

Drive HNW business drivers

Responsible for the experience and speed of inception of ILP & IUL cases and driving HNW related sales targets.

Actively engage the agency channel to develop new customer segments such as offshore for them to reach the HNW segment goals

Collaboration & Specialist Coordination:

Partner with external Value Added Service partners (legal trust family office) and internal specialists such as tax adviser to deliver integrated end-to-end financial solutions for HNW clients.

Market Insights & Advisory:

Stay current with market trends investment opportunities and regulatory changes. Translate insights into actionable advice that supports clients wealth goals.

Events & Education:

Organize exclusive events for FRs to enhance engagement and deliver valuable market perspectives.

Governance Risk & Compliance:

Ensure full compliance with KYC/AML regulatory and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding PACS and client interests.

Competencies & Personal Traits

Independent focused works well across different functions

Excellent verbal and written communication skills highly developed interpersonal skills individual group written. Fluency in Business Mandarin will be preferred.

Strong organizational influencing / development traits

Goal setter and goal getter creative and analytical when facing challenges

Works well in a dynamic environment

Design focused analytical resourceful independent driven and hands-on with a high level of commitment to delivering

Able to multi-task meet tight deadlines and work in a fast-paced environment to make things happen

Ability and willingness to be hands-on

Working Experience

Must have prior 8-10 years of work experience as a relationship manager/investment counsellor/bancassurance specialist in established banks or ther financial services institutions such as brokers.

Professional Qualifications

Must have relevant CMFAS papers certification- M8 M8A RES5 M9 M9A

Must have a good grasp of index linked universal life investment linked plans and unit trusts solutions.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex race age ethnic origin educational social and cultural background marital status pregnancy and maternity religion or belief disability or part-time / fixed-term work or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.