Agency HNWI Leader

Michael Page Philippines; Taguig; Sur place; PHP 1 500 000 - 3 500 000; Plein temps

Avantages offerts par ce poste

Competitive base salary + incentives

Professional development & training

Benefits & wellbeing programmes

Résumé du poste

Michael Page is seeking a senior Agency HNWI Leaders role in the Philippines (Taguig area) to lead and grow a premium High Net Worth client portfolio. You will build trusted client relationships and advance wealth expertise.

The successful applicant will manage comprehensive financial reviews, deliver tailored wealth solutions across investments, insurance, retirement, and estate planning, and drive revenue growth while ensuring regulatory compliance.

Qualifications

• Bachelor's Degree in Business, Finance, Economics, or related field.
• 8+ years in wealth management or financial services.
• Proven track record managing affluent/HNWI portfolios.
• History of achieving sales, revenue, and portfolio growth targets.
• Strong business development and client acquisition skills.
• Expertise in wealth planning, investments, insurance, retirement and estate planning.
• Excellent stakeholder management and communication skills.
• Experience in regulated financial services with governance/compliance knowledge.

Responsabilités

• Lead the acquisition, development, and retention of affluent and HNWI clients.
• Conduct comprehensive financial reviews to assess goals, needs, risk and objectives.
• Provide tailored recommendations across insurance, investments, wealth accumulation, retirement, and estate planning.
• Drive sales, revenue, premium growth, and portfolio expansion through proactive relationship management.
• Generate new business opportunities via networking, referrals, partnerships and market engagement.
• Identify cross-selling and upselling opportunities to deepen relationships.
• Collaborate with internal stakeholders to deliver client solutions and service standards.
• Monitor market trends, economic developments, and competitor activities for growth.
• Ensure all client recommendations comply with regulatory, risk, and governance requirements.
• Build trusted advisor relationships while safeguarding confidentiality and professionalism.

Connaissances

Wealth management

Client acquisition

Relationship management

Sales targets

Regulatory/compliance

Cross-selling

Financial advisory

Formation

Bachelor's degree in Business/Finance/Economics

Description du poste

• Lead and grow a premium HNWI portfolio with strong earning potential.
• Build trusted client relationships while advancing your wealth expertise.

About Our Client

Our client is a leading organisation within the financial services sector, committed to helping clients build, protect, and preserve wealth through comprehensive financial solutions.

Job Description

• Lead the acquisition, development, and retention of affluent and High Net Worth Individual (HNWI) clients.
• Conduct comprehensive financial reviews to assess clients' goals, financial needs, risk appetite, and long-term objectives.
• Provide tailored recommendations across insurance, investment, wealth accumulation, retirement, and estate planning solutions.
• Drive sales, revenue, premium growth, and portfolio expansion through proactive relationship management and strategic business development.
• Generate new business opportunities through networking, referrals, professional partnerships, and market engagement activities.
• Identify cross-selling and upselling opportunities to deepen existing client relationships.
• Collaborate with internal stakeholders to ensure effective delivery of client solutions and exceptional service standards.
• Monitor market trends, economic developments, and competitor activities to identify growth opportunities.
• Ensure all client recommendations and business activities comply with regulatory, risk, and governance requirements.
• Build and maintain trusted advisor relationships with clients while safeguarding confidentiality and professionalism.

The Successful Applicant

A successful Agency HNWI Leaders should have:

• Bachelor's Degree in Business, Finance, Economics, or a related field.
• Minimum 8 years of experience within wealth management, insurance, private banking, financial advisory, or broader financial services.
• Proven track record managing affluent and High Net Worth client portfolios.
• Demonstrated success in achieving sales, revenue, and portfolio growth targets.
• Strong business development and client acquisition capabilities.
• Expertise in wealth planning, investment solutions, insurance, retirement planning, and estate planning.
• Excellent stakeholder management, communication, and relationship-building skills.
• Experience operating within a regulated financial services environment.
• Strong understanding of risk management, governance, and compliance requirements.

What's on Offer

• Opportunity to lead and grow a premium High Net Worth client portfolio.
• Competitive base salary with attractive performance-based incentives.
• Exposure to sophisticated wealth management, insurance, investment, and estate planning solutions.
• Strong career development and leadership progression opportunities.
• Access to ongoing professional development, industry training, and certifications.
• Collaborative and high-performing work environment.
• Opportunity to build a strong market presence within the affluent and HNWI segment.
• Comprehensive employee benefits and wellbeing programmes.
• Platform to make a significant impact on business growth while helping clients achieve their financial objectives.
• Stable and reputable organisation with a long-term commitment to client excellence and professional development.

This is a role for qualified professionals to take on a leadership role in the insurance industry.