Accredited Investor Specialist
Chevening Awards(3 months ago)
About this role
A Senior Wealth Solutions professional at Prudential supporting Wealth Managers in delivering tailored guidance to high-net-worth clients. The role focuses on advising across wealth, estate and legacy considerations while acting as a trusted resource for clients and distributor partners. It contributes to product feedback and supports the firm's HNW growth and client-centric objectives.
Required Skills
- Wealth Protection
- Estate Planning
- Investment Knowledge
- Client Advisory
- Sales
- Presentation
- Collaboration
- Compliance
- Reporting
- Stakeholder Management
Qualifications
- Degree in Finance, Business, or Related Discipline
About Chevening Awards
chevening.orgSince 1983, Chevening has brought over 60,000 exceptional professionals from around the world to study in the UK through scholarships and fellowships funded by the UK Government. This unique opportunity has helped to elevate careers, transform communities, shift and deepen perspectives, and build intercontinental bridges.
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