HNW Wealth & Insurance Relationship Manager

Prudential; Taguig; On-site; PHP 1,800,000 - 3,200,000; Full time

Job summary

Prudential Services Asia is seeking a Relationship Manager for PRU Prime to manage and grow a portfolio of High Net Worth clients, delivering tailored insurance and wealth solutions. You will provide holistic financial advisory, drive portfolio growth, and contribute to achieving HNW segment targets.

You will collaborate with product, investment, underwriting and distribution partners to deliver end-to-end client solutions while adhering to governance and compliance standards.

Qualifications

• Bachelor’s degree in business, Finance, Economics or related field.
• Strong experience in client relationship management and sales within affluent/HNW segments.
• Proven track record of achieving sales and portfolio growth targets.
• Strong relationship management and interpersonal skills.
• Sales and results orientation.
• Financial advisory and analytical capability.
• Client-centric mindset.
• Stakeholder collaboration.
• Market awareness and business acumen.
• Minimum 8 years of relevant experience in insurance, wealth management, or financial services.

Responsibilities

• Manage a portfolio of High Net Worth clients, ensuring engagement, retention, and satisfaction.
• Build long-term relationships through regular financial reviews and personalized advisory.
• Understand client needs, financial goals, and risk profiles to deliver suitable solutions.
• Act as a trusted advisor across protection, investment, and wealth planning needs.
• Collaborate with internal teams to deliver end-to-end client solutions.
• Support client acquisition and servicing with distribution partners and advisors.
• Monitor market trends and client behavior to identify opportunities and provide insights.
• Uphold compliance and maintain accurate client records and documentation.

Skills

Relationship management

Sales targets

Financial advisory

Client service

Portfolio growth

Education

Bachelor’s degree in business, Finance, Economics

Job description

Prudential Services Asia is seeking a Relationship Manager for PRU Prime to manage and grow a portfolio of High Net Worth clients, delivering tailored insurance and wealth solutions. You will provide holistic financial advisory, drive portfolio growth, and contribute to achieving HNW segment targets.

You will collaborate with product, investment, underwriting and distribution partners to deliver end-to-end client solutions while adhering to governance and compliance standards.