HNW Wealth Partner & Advisory Leader

Pru Life UK; Metro Manila; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

Pru Life UK in the Philippines seeks an experienced Relationship Manager for PRU Prime (HNW clients) to grow and deepen affluent client relationships through tailored insurance and wealth solutions. You will deliver holistic financial advisory, manage a portfolio of HNW clients, drive revenue growth, and collaborate with product, underwriting, and distribution partners to meet targets.

The role emphasizes strategic advisory, strong client engagement, and governance across protection,

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 strong 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.
• Achieve and exceed assigned sales targets including premium income, AUM, and revenue contribution.
• Acquire new HNW clients through referrals, networks, and strategic prospecting.
• Drive growth in key metrics such as client count, case size, and activity ratios.
• Identify cross-sell and upsell opportunities within existing client portfolios.
• Provide holistic financial planning solutions including insurance, investment, and estate planning strategies.
• Structure and present customized solutions aligned with client financial objectives.
• Stay updated on market trends, financial products, and competitor offerings to enhance advisory quality.
• Ensure suitability and compliance of all product recommendations.
• Collaborate with internal teams (product, investment, underwriting) to deliver end-to-end client solutions.
• Work closely with financial advisors and distribution partners to support client acquisition and servicing.
• Support broader HNW initiatives led by senior leadership (e.g., campaigns, client events, market positioning).
• Client behavior monitoring, competitor activities, and market trends to identify opportunities.
• Provide feedback and insights to support product development and business strategy.
• Contribute to client segmentation and targeting strategies.
• Ensure adherence to internal policies, regulatory requirements, and sales governance standards.
• Maintain accurate and timely client records and documentation.
• Uphold ethical standards and client confidentiality at all times.

Skills

Client relationships

Sales in HNW

Financial advisory

Interpersonal skills

Market awareness

Business acumen

Stakeholder collaboration

Education

Bachelor’s degree in business, Finance, Economics, or related field

Job description

Pru Life UK in the Philippines seeks an experienced Relationship Manager for PRU Prime (HNW clients) to grow and deepen affluent client relationships through tailored insurance and wealth solutions. You will deliver holistic financial advisory, manage a portfolio of HNW clients, drive revenue growth, and collaborate with product, underwriting, and distribution partners to meet targets.

The role emphasizes strategic advisory, strong client engagement, and governance across protection,