Head of Pru Prime
Prudential · Metro Manila
Full-timeonsiteexecutiveOtherSales
รายละเอียดงาน / Description
Based in the Philippines, this executive role is responsible for leading the strategic growth and market leadership of the High Net Worth (HNW) client segment. The position involves developing tailored insurance and investment solutions, activating distribution channels, and enhancing advisor capabilities to serve affluent clients effectively. This leader will drive business strategy, distribution, product development, and client engagement for the HNW portfolio.
หน้าที่ความรับผิดชอบ / Responsibilities
- Develop and execute a comprehensive HNW strategy to achieve growth and profitability targets.
- Lead financial advisors and distribution channels to maximize HNW opportunities.
- Oversee the design and enhancement of insurance and wealth solutions for HNW clients.
- Establish the organization as a trusted advisor for affluent and ultra-high-net-worth clients.
- Lead, coach, and develop a high-performing HNW leadership team and specialist advisors.
- Manage HNW segment financial performance and ensure compliance with regulations.
คุณสมบัติ / Qualifications
- Proven track record in HNW or affluent segment business growth and strategy execution.
- Strong experience in sales distribution, agency management, or bancassurance.
- Expertise in insurance, investments, and wealth planning solutions.
- Certified Wealth Planner (CWP) or equivalent, or Certified Estate Planner (CEP).
- Licensed Insurance Advisor and/or Investment Solicitor.
- Experience in leading a team.
ทักษะที่ต้องการ / Required skills
- Strategic thinking
- Market foresight
- Commercial acumen
- Financial acumen
- Leadership
- Team development
- Stakeholder management
- Executive communication
- Innovation
- Client-centric design
- HNW client understanding
- Wealth management