{"id":1401374,"url":"https://alion.io/job/prudential-plc-senior-manager-wealth-management","title":"Senior Manager, Wealth Management","company":{"id":1835883,"name":"Prudential","domain":"prudentialplc.com","url":"https://alion.io/company/prudentialplc","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":52,"ghost_share":0,"stale_share":0.577,"repost_share":0,"time_to_fill_p50_days":61,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Hong Kong"],"countries":["HK"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":47000,"max_usd":106000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":7681},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-28T15:46:36Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-11-14T20:34:14Z","board_verified":true,"closed_at":null,"days_open":47,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":47},"description":"Prudential’s 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 people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.\nAct as a dedicated wealth solutions expert supporting agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions. The role provides case consultation, client-facing support, and wealth coaching to drive HNW business outcomes.Job Descriptions:\nPre-Case Consultation & Case Strategy\nConduct pre-case discussions with agents with business opportunities.\nIdentify client needs, risk exposures, and wealth planning opportunities including product comparison to highlight Prudential proposition.\nDesign integrated wealth solutions covering insurance, legacy planning, premium financing, trust, retirement, and succession needs.\nRecommend suitable combination of products and/or VAS offerings\nJoint Field Work & Client Engagement\nParticipate in client meetings together with agents and/or VAS partner and assist in closing.\nProvide professional and neutral wealth advisory support.\nFacilitate discussions on complex wealth planning topics.\nWealth Solutions & VAS Management\nCoordinate with external professional partners including: \nTrust providers / Legal firms / Tax advisors / Family office partners / Retirement service providers / Premium financing banks\nEnsure smooth execution of client solutions and follow-through\nAgent Capability Development\nDeliver specialized wealth topics trainings, Premium Financing/Reversed Mortgage/Trust/Business Insurance / CIES.\nCoach agents on fact-finding, risk identification, solution development, and HNW sales practices.\nShare market trends and best practices and comment on new products in development.\nRaise overall wealth management competency across the agency force.\nJob Requirements:\nBachelor’s degree or above, in Finance, Wealth Management, Business, Law, Insurance, or related discipline\n5+ years experience in wealth management, private banking, insurance advisory, financial planning, or HNW client servicing.\nYou are required to obtain the license of Insurance Authority (IA) (Paper 1,3&5) or any licenses if your job involves regulated activities\nPC skills in MS Office, including Power Point, Excel and Chinese character typing\nGood communication, presentation and interpersonal skills\nProactive, mature, initiative & customer service oriented\nStrong communications skills with fluent English, Cantonese and Mandarin\nPrudential 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. 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