Company Description

Prudential Life Assurance Zambia is part of Prudential plc, whose mission is to be a trusted partner and protector for current and future generations by offering simple, accessible financial and health solutions. The company focuses on helping individuals and families secure their financial futures through a range of protection and investment products. Prudential plc operates globally and is distinct from Prudential Financial, Inc. in the United States and the Prudential Assurance Company, a subsidiary of M&G plc in the United Kingdom. As a growing business in Zambia, Prudential Life Assurance provides opportunities for professionals who want to build meaningful careers in financial services and client advisory work.

Role Description

The Wealth Consultant role is a full-time, on-site position based in Lusaka Province, Zambia. In this role, the consultant advises clients on financial planning, retirement planning, and investment solutions aligned with their goals and risk profiles. Day-to-day responsibilities include meeting clients, assessing their financial needs, preparing tailored recommendations, and explaining Prudential products and services clearly and transparently. The Wealth Consultant is expected to maintain ongoing relationships with clients, monitor their portfolios, and provide regular reviews and updates. The role also involves collaborating with internal teams, staying informed about market developments, and ensuring adherence to regulatory and company compliance standards.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design suitable long-term strategies for clients.
• Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolio performance.
• Candidates should possess Consulting skills to build trust, understand client needs, and present clear, personalized solutions.
• Candidates should have excellent communication and interpersonal skills to engage diverse clients and explain complex concepts in simple terms.
• Candidates should demonstrate high ethical standards, attention to detail, and commitment to regulatory and compliance requirements.
• A diploma or degree in Finance, Economics, Business, or a related field is preferred; relevant professional certifications are an added advantage.
• Previous experience in financial services, wealth management, or insurance advisory is beneficial.
• Ability to work independently, meet targets, and manage multiple client relationships effectively.

• Advises clients on financial planning, retirement planning, and investment solutions aligned with their goals and risk profiles.
• Meets clients, assesses their financial needs, and prepares tailored recommendations.
• Explains Prudential products and services clearly and transparently.
• Maintains ongoing relationships with clients, monitors their portfolios, and provides regular reviews and updates.
• Collaborates with internal teams, stays informed about market developments, and ensures adherence to regulatory and company compliance standards.

• Financial Planning
• Retirement Planning
• Finance
• Investments
• Consulting
• Communication
• Interpersonal skills
• Ethical standards
• Attention to detail
• Regulatory and compliance requirements

• Diploma or degree in Finance, Economics, Business, or a related field is preferred
• Relevant professional certifications are an added advantage
• Previous experience in financial services, wealth management, or insurance advisory is beneficial
• Ability to work independently, meet targets, and manage multiple client relationships effectively