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Job Summary

The Relationship Manager for PRU Prime (High Net Worth (HNW) Clients is responsible for managing, growing, and deepening relationships with affluent and high net worth clients through the delivery of tailored insurance and wealth solutions. The role focuses on driving portfolio growth, providing holistic financial advisory, and contributing to the achievement of HNW segment targets.

Job Accountabilities
1.    Client Relationship Management

• 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

2. Business Development & Revenue Growth

• 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

3. Financial Advisory & Solutions Delivery

• 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

4. Stakeholder & Channel Collaboration

• 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)

5. Market Intelligence & Insights

• Client behavior Monitor, 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

6. Governance 

• 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

7.Compliance

• Ensure that all company policies, procedures, programs and instruction are carried out

• Be familiar and understand Pru Life UK Compliance Standards. Must be fully aware of his/her responsibilities and competent to carry them out to the required standards

• Must report all compliance matters openly and honestly to their Compliance Officer in accordance with the reporting requirements operated by the Compliance Officer. Must operate a process within his/her department to ensure that all relevant compliance matters are identified and reported.

8. Perform other functions as may be assigned

Job 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

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.