Hnw Investment Counsellor (1 Year Contract)

Prudential Corporation Asia Ltd

8-10 years relationship manager experience
Cmfas m8, m8a, res5, m9, m9a certifications
Index linked universal life expertise
This role is client-centric and strategic-focused on building enduring relationships with affluent and high-net-worth individuals

Job Summary

  • This role is client-centric and strategic-focused on building enduring relationships with affluent and high-net-worth individuals.
  • The investment counsellor will partner with external value-added service partners and internal specialists to deliver integrated financial solutions.
  • Candidates must possess prior work experience as a relationship manager or investment counsellor in established banks or financial services institutions.

Matching Summary

Match Score: 85

This role is client-centric and strategic-focused on building enduring relationships with affluent and high-net-worth individuals.

Skills & Requirements

Must-have

  • 8-10 years relationship manager experience
  • CMFAS M8, M8A, RES5, M9, M9A certifications
  • Index linked universal life expertise
  • Investment linked plans knowledge
  • Unit trusts solutions proficiency

Nice-to-have

  • Fluency in Business Mandarin preferred
  • Experience with offshore customer segments
  • Strong organizational influencing traits
  • Design focused and analytical mindset
  • Ability to work in fast-paced environment

Key Requirements

  • 8-10 years of relevant work experience
  • CMFAS papers certification (M8, M8A, RES5, M9, M9A)
  • Proficiency in ILP & IUL case inception

Work Rights

Not specified

Tailored Resume

Cover Letter