Hnw Investment Counsellor (1 Year Contract)

Prudential

Not specified; not specified; not specified
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Client-centric relationship management
Investment advice for affluent clients
Collaboration with legal and tax specialists
** Prudential is seeking a client-centric Investment Counsellor for a one-year contract, focused on building long-term relationships with high-net-worth individuals and providing tailored investment solutions. The role emphasizes collaboration with specialists and maintaining compliance while supporting clients' financial goals. **

Job Summary

  • The role focuses on building enduring relationships with emerging affluent and high-net-worth individuals to help them achieve long-term financial well-being.
  • Investment counsellors will partner with internal and external specialists such as tax advisers and family offices to deliver integrated end-to-end financial solutions.
  • Prudential is committed to a culture where diversity is celebrated, inclusion is assured, and employees are supported to connect, grow, and succeed.

Matching Summary

Match Score: 75

** Prudential is seeking a client-centric Investment Counsellor for a one-year contract, focused on building long-term relationships with high-net-worth individuals and providing tailored investment solutions. The role emphasizes collaboration with specialists and maintaining compliance while supporting clients' financial goals. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client-centric relationship management
  • Investment advice for affluent clients
  • Collaboration with legal and tax specialists
  • Knowledge of KYC/AML regulations

Nice-to-have

  • Entrepreneurial mindset
  • Strategic financial planning skills
  • Event organization experience
  • Intergenerational wealth transfer expertise

Key Requirements

  • Strong understanding of complex financial landscapes
  • Experience navigating regulatory compliance standards
  • Ability to translate market insights into actionable advice

Work Rights

Not specified

Tailored Resume

Cover Letter