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.
Distribution is a key pillar in the Organisational growth strategy and retail distribution is at the focal point of this. The Financial Advisory Manager role is a leadership position that requires significant experience and expertise in financial advisory services, leadership and team management.Principal Duties & Responsibilities
Team Leadership: Lead and manage a team of financial advisors, providing guidance, coaching, and development opportunities to ensure high performance.
Client Relationship Management: Oversee client relationships, ensuring excellent service delivery and identifying opportunities for growth.
Financial Planning and Advisory: Provide expert financial planning and advisory services to high-net-worth individuals, families, and businesses.
Business Development: Develop and implement strategies to grow the financial advisory business, including identifying new opportunities and building relationships with key stakeholders.
Reporting: Provide reports on the sector performance weekly, monthly or ad hoc if required.
Risk Management and Compliance: Ensure compliance with regulatory requirements and manage risk within the financial advisory team.
Qualifications
Professional Certifications: Degree in the Business discipline or equivalent courses, or other relevant certifications.
Investment Advisory and Stockbroker certification.
Experience
Proven experience in financial advisory services, team management, and leadership.
Expertise in financial planning, investment management, and wealth management.
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Skills & Traits
Strong leadership and management skills, with the ability to motivate and develop team members.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
Agile and ability to adjust to change
Prudential 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. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
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What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region.
Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets.
We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information
Prudential plc: https://www.prudentialplc.com/
Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
