Head of HNW Brokerage Sales Strategy

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

At Prudential, our mission is to serve as partners in every life journey and guardians of every future. We foster a culture that celebrates diversity and ensures inclusion for our employees, clients, and partners. Our environment empowers individuals to excel in their roles and make significant contributions to the organization while pursuing their career aspirations. We are committed to making Prudential a workplace where you can Connect, Grow, and Succeed.

This position focuses on expanding our Ultra High Net Worth (UHNW) business by engaging with the International Broker segment, which is a critical strategic priority for Prudential. You will oversee HNW sales within the brokerage channel, particularly targeting international brokers and bank brokers, to uncover avenues for business growth. Additionally, you will enhance the performance of HNW brokers and improve market penetration through effective sales development strategies and initiatives.

Key Responsibilities

  • Lead and drive HNW sales within the brokerage channel, specifically targeting International Brokers and Bank Brokers, while meeting established sales objectives.
  • Assist brokers in identifying business opportunities by offering expert advice on inquiries and facilitating training sessions on HNW business.
  • Forge new business relationships through contract negotiations and nurture existing partnerships with brokers and external entities.
  • Collaborate with internal teams, including Legal and Compliance, Product Development, Marketing, and Life Operations.
  • Formulate sales plans and key marketing strategies to inspire brokers in promoting our brand and products, thereby enhancing sales performance.

Qualifications

  • Bachelor's degree or equivalent experience.
  • A minimum of 15 years of professional experience with a primary focus on the HNW segment.
  • Strong understanding of insurance company and/or banking operations and culture.
  • Experience in front-line life insurance sales.
  • In-depth knowledge of HNW business and its target clientele.
  • Proven track record and reputable standing in the international broker and/or private banking insurance sectors.
  • Able to identify and address the needs of business partners, with a robust network to connect with senior management.
  • Expertise in products and market trends, developing long-term solutions to enhance HNW business.
  • Highly motivated with a global perspective, demonstrating trust and integrity.
  • Excellent presentation and communication skills.
  • Fluency in Cantonese, English, and Mandarin is required.


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, our mission is to serve as partners in every individual's journey and safeguard their futures. We foster a culture that values diversity and ensures inclusion for our employees, clients, and partners. Our aim is to provide a platform that empowers our team to excel and make a significant impact, while also supporting their career aspirations....


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential plc, we strive to be partners for every life and protectors for every future. Our purpose drives everything we do by creating a culture that celebrates diversity and ensures inclusion for our people, customers, and partners. We provide a platform for our people to excel and make an impact to the business, and we support their career ambitions....


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Director, Brokerage to join our team at Manulife. As a key member of our leadership team, you will be responsible for developing and implementing a successful IFA/local broker distribution strategy to drive growth and profitability in the brokerage channel.Key ResponsibilitiesDevelop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Director, Brokerage to join our team at Manulife. As a key member of our leadership team, you will be responsible for developing and implementing a successful IFA/local broker distribution strategy to drive growth and profitability in the brokerage channel.Key ResponsibilitiesDevelop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 28 - Manulife (International) Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Director, Brokerage to join our team at Company 28 - Manulife (International) Limited. As a key member of our leadership team, you will be responsible for driving the growth and development of our brokerage channel.Key ResponsibilitiesDevelop and implement a successful IFA/local broker...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    Job Title: Senior Director, BrokerageAbout the Role:We are seeking a highly experienced and skilled Senior Director, Brokerage to join our team. As a key member of our leadership team, you will be responsible for developing and implementing successful IFA/local broker distribution strategies to achieve desired growth and sustainable long-term profitability...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    Job Title: Senior Director, BrokerageAbout the Role:We are seeking a highly experienced and skilled Senior Director, Brokerage to join our team. As a key member of our leadership team, you will be responsible for developing and implementing successful IFA/local broker distribution strategies to achieve desired growth and sustainable long-term profitability...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Job Summary:We are seeking a highly motivated and experienced Business Development Manager to join our team at Chubb Life. As a key member of our HNW Business Development team, you will be responsible for driving business growth and developing strategic partnerships with high net worth clients.Key Responsibilities:Work closely with the Head of HNW Business...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team at Chubb Life. As a key member of our HNW Business Development team, you will be responsible for driving business growth and developing strategic partnerships with international and bank brokerage partners.Key Responsibilities:Develop...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We empower our team members to excel and make a meaningful impact on our business.This role is a key part of our strategy to penetrate the...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Business Development Manager - High Net WorthChubb Life is seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our High Net Worth (HNW) Business Development team, you will be responsible for driving business growth and developing strategic partnerships with international and bank brokerage partners.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    About PrudentialAt Prudential, we strive to be partners for every life and protectors for every future. Our purpose is at the heart of everything we do, creating a culture where diversity is celebrated and inclusion assured for our people, customers, and partners.Job SummaryWe are seeking a Senior Manager, Brokerage to join our team. As a key member of our...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full time

    The ideal candidate will possess a deep understanding of segmentation and proposition strategies in the banking industry, with a focus on driving growth and market share.Key Responsibilities:Develop and implement segmentation and proposition strategies to drive high net worth (HNW) segments and enhance market shares.Design and revamp customer and product...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    Unlock Business Potential with PrudentialAt Prudential plc, we strive to be partners for every life and protectors for every future. Our purpose is to create a culture of diversity and inclusion, where our people, customers, and partners thrive.We offer a platform for our people to excel and make a meaningful impact on our business. Our goal is to support...


  • Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets, serving over 11 million customers. Our mission is to revolutionize the insurance industry by providing innovative, customer-centric solutions that make a meaningful difference in people's lives.The JobSupport...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 28 - Manulife (International) Limited Full time

    About the RoleWe are seeking a highly skilled Senior Director, Brokerage to join our team at Company 28 - Manulife (International) Limited. As a key member of our leadership team, you will be responsible for driving the growth and development of our brokerage channel.Key ResponsibilitiesDevelop and implement a successful IFA/local broker distribution...

  • Case Manager

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    HNW Case Manager Job DescriptionWe are seeking a highly skilled HNW Case Manager to join our team at Chubb Life. As a key member of our operations team, you will be responsible for ensuring the smooth and prompt processing of all HNW submissions assessed by the New Business Department.Key Responsibilities:HNW Submission Processing: Responsible for the timely...

  • HNW Centre Manager

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    About the RoleWe are seeking a highly skilled and experienced HNW Centre-in-Charge to lead and manage the services provided to high net worth customers, prospective customers, and agents at AIA Wealth Centre. As a key member of our marketing, distribution & partnership team, you will play a vital part in advancing our movement to create a healthier, more...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    About the OpportunityWe are seeking a highly skilled and experienced Senior Director, Brokerage to join our team at Manulife. As a key member of our leadership team, you will be responsible for developing and implementing a successful IFA/local broker distribution strategy to drive growth and profitability in the brokerage channel.Key ResponsibilitiesDevelop...