Senior Wealth & HNW Relationship Manager

Prudential; Manila; On-site; PHP 1,000,000 - 1,500,000; Full time

Job summary

Prudential Hong Kong Limited is seeking a PRU Prime Relationship Manager to manage and grow relationships with High Net Worth clients. The role focuses on delivering tailored financial solutions and achieving sales targets.

Ideal candidates will have a Bachelor's degree and a minimum of 8 years of experience in insurance or financial services. Strong client relationship and sales skills are essential for success in this role.

Qualifications

• Minimum 8 years of relevant experience in insurance, wealth management, or financial services.
• Proven track record of achieving sales and portfolio growth targets.
• Strong relationship management and interpersonal skills.

Responsibilities

• Manage a portfolio of High Net Worth clients ensuring engagement and retention.
• Achieve and exceed assigned sales targets.
• Provide holistic financial planning solutions.
• Collaborate with internal teams to deliver client solutions.

Skills

Client relationship management

Sales orientation

Financial advisory

Interpersonal skills

Education

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

Job description

Prudential Hong Kong Limited is seeking a PRU Prime Relationship Manager to manage and grow relationships with High Net Worth clients. The role focuses on delivering tailored financial solutions and achieving sales targets.

Ideal candidates will have a Bachelor's degree and a minimum of 8 years of experience in insurance or financial services. Strong client relationship and sales skills are essential for success in this role.