PRU Prime Relationship Manager
Prudential · Metro Manila
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in the Philippines, this role involves managing and expanding relationships with affluent and high-net-worth clients by offering tailored insurance and wealth solutions. The manager will drive portfolio growth, provide comprehensive financial advice, and contribute to achieving segment targets. This position requires a client-centric approach to deliver holistic financial planning and investment strategies.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage a portfolio of high-net-worth clients, ensuring engagement and satisfaction
- Achieve sales targets for premium income and assets under management
- Provide holistic financial planning, including insurance and investment strategies
- Collaborate with internal teams and distribution partners for client solutions
- Monitor market trends and client behavior to identify opportunities
- Ensure adherence to internal policies and regulatory requirements
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, Economics, or related field
- Strong experience in client relationship management within affluent/HNW segments
- Proven track record of achieving sales and portfolio growth targets
- Minimum 8 years of relevant experience in financial services
- Strong relationship management and interpersonal skills
- Client-centric mindset with financial advisory and analytical capability
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Sales
- Financial Advisory
- Wealth Management
- Investment Planning
- Market Awareness
- Business Acumen
- Stakeholder Collaboration
- Compliance
- Analytical Skills