Senior Manager, Wealth Management Strategy Senior Manager, Wealth Management Strategy …

Prudential Hong Kong Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Prudential Hong Kong Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Senior Manager, Wealth Management Strategy
At Prudential, we understand that success comes from the talent and commitment of our people. Together, we have a shared vision in securing the future of our customers and our communities. We strive to build a business that you can shape, an inclusive workplace where everyone's ideas are valued and a culture where we can thrive together. Our people stay connected and tuned in to what's happening around us, keeping us ahead of the curve. While focused on the long-term, we look to the future to bring growth, development and benefit to everyone whose lives we touch.

Job Descriptions:

  • Execute sales strategies for wealth management business to achieve the production targets, including risk management, wealth legacy, preservation & accumulation, retirement planning etc.
  • Meet customers together with agents to facilitate the sales process & provide basic concept on Legacy tools, like will & trust in Wealth Management Centre
  • Provide coaching on products and wealth management knowledge to agents in need
  • Develop sales aids for agency to use in their daily sales process
  • Organise pre-sales meeting with agents for complicated application with agents
  • Maintain close relationship and engagement with agents


Job requirements:

  • University / College graduate in any discipline
  • Professional designation with insurance focused, like CFP, RFC, ChFC etc is preferred
  • 4 years relevant experience in insurance industry preferable
  • Strong Insurance product knowledge
  • 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
  • Good command of spoken English and fluent Mandarin
Close
Loading...