Prudential Corporation Asia Ltd is seeking an Accredited Investor Specialist to provide tailored investment solutions for high-net-worth (HNW) clients. The role demands strong expertise in HNW insurance products, client advisory skills, and collaboration with Wealth Managers to enhance client services
Job Summary
This role focuses on delivering investment insights and supporting client confidence for High Net Worth customers.
The position involves advising on estate planning, intergenerational wealth distribution, and overseas tax matters.
Prudential is an equal opportunity employer committed to diversity, inclusion, and creating a culture where people can Connect, Grow, and Succeed.
Matching Summary
Match Score: 85
Prudential Corporation Asia Ltd is seeking an Accredited Investor Specialist to provide tailored investment solutions for high-net-worth (HNW) clients. The role demands strong expertise in HNW insurance products, client advisory skills, and collaboration with Wealth Managers to enhance client services.
Skills & Requirements
Must-have
8-10 years insurance sales experience
3-5 years HNW level experience
Proven sales record in HNW insurance products
Strong understanding of financial markets
Experience working alongside financial advisors
Nice-to-have
Excellent presentation and communication skills
Ability to simplify complex topics
Strong organizational and stakeholder management skills
Disciplined approach to sales
Desire to achieve targets
Key Requirements
Degree in Finance, Business, or related discipline