Head of HNW

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.

Asia continues to be a powerhouse of global economic growth, fueled by an unprecedented rise in new financial wealth. With our deep expertise and extensive footprint across the region, we are uniquely positioned to tap into this momentum and address the evolving needs of the HNW and UHNW customer segments. Driven by a customer-led philosophy, we are redefining Wealth as a holistic proposition that delivers end-to-end solutions, including tailored capabilities, product solutions, bespoke propositions and dedicated servicing models. Our strategy is built to onboard and serve HNW and UHNW clients with a focus on personalized solutions, seamless experiences, and world-class service. To achieve this, we are bringing together a dynamic team of leaders to design and execute our Wealth Strategy under the Customer Proposition pillar, ensuring we remain at the forefront of understanding and meeting customer needs.

We are looking for an inspiring and innovative leader to head this business pillar and drive our HNW / UHNW strategy forward.

Shape the future of Wealth in Asia. Lead with us!

Job Responsibilities :

The role will be instrumental in the design of differentiated value propositions for strategic customer segments to deliver customer value and business performance.

• Manage and formulate HNW strategies in terms of product propositions, underwriting, distribution and servicing, to boost the business
• Design differentiated value propositions for HNW / UHNW in HK & SG, Mainland Chinese and off-shore HNW / UHNW segments with unique anchors on wealth and protection solutions, synergizing product, underwriting and servicing channels to deliver quality client experience and establish Pru’s competitive advantages
• Lead the collaboration with Product and Channel teams to drive our propositions and cross business referrals to capture growing connectivity needs and business growth in Hong Kong, Singapore, Bermuda, etc..
• Formulate strategic partnership and collaborate with external and internal partners to expand customer acquisition channels and launch new customer privileges / services / events / enablers to enhance the overall value propositions for HNW / UHNW customers
• Lead the development and management of HNW / UHNW sales journey, financial planning process and customer wealth journey, to ensure robust risk controls when distributing investment solutions in accordance with regulatory and internal requirement and policies
• Collaborate with Chief Product Officer, Chief investment Officer and channel owners to define and make available the most suitable managed solutions, formulate distribution strategies under different market scenarios for a streamlined customer and sales journey
• Work seamlessly with Product Governance, Underwriting, Case Management and Business Risk Control, leading implementation and oversight of policy and governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance
• Provide insights on improving HNW / UHNW performance, in terms of business perspective, operational efficiency, product competitiveness, etc.
• Conduct analysis that transforms financial data into business decision-making information to support business assessments and recommendations to senior management
• Develop multi-channel customer acquisition and growth strategies to acquire new-to-Pru, upgrade quality customers to accelerate the HNW / UHNW customer base growth
• Build, expand and maintain a competitive range of propositions and services that may emerge across HNW / UHNW customers
• Deliver the target business outcome, subject to the resources plan and regulatory requirements
• Maintain the highest standard of excellence with regular monitoring of client satisfaction

Job Requirements :