Head of Pru Prime (High Net Worth Business)
prudential · Metro Manila
Job description
About the role
The Vice President – PRU Prime is responsible for driving the strategic growth, profitability and market leadership of the High Net Worth (HNW) client segment. The role leads the end-to-end development of tailored insurance and investment solutions, distribution activation and advisor capability building to serve affluent and ultra-high-net-worth clients. The position is based in Metro Manila.
Key responsibilities
- Develop and execute an HNW strategy aligned with enterprise growth and profitability targets, and drive double-digit growth in premium income, AUM and client acquisition
- Penetrate niche HNW segments using data-driven market insights and oversee nationwide HNW performance and expansion
- Lead financial advisors and distribution channels, build sales activation programs across agency and bancassurance channels, and strengthen strategic partnerships
- Drive key performance metrics such as client acquisition, case size, persistency and advisor productivity
- Lead the design of insurance and wealth solutions, collaborate with product, actuarial and investment teams, and champion integrated financial planning including estate and wealth transfer strategies
- Position the organization as a trusted advisor to affluent clients, run targeted campaigns and thought leadership, and share market insights with stakeholders
- Lead, coach and develop the HNW leadership team and specialist advisors, and act as a subject matter expert on financial markets, sales strategy and distribution
- Hold accountability for HNW financial performance, set performance dashboards, report regularly to senior leadership, and ensure compliance with regulatory requirements and internal governance
Required profile
- Proven track record in HNW or affluent segment business growth and strategy execution
- Strong experience in sales distribution, agency management and/or bancassurance
- Expertise in insurance, investments and wealth planning solutions
- Certified Wealth Planner (CWP) or equivalent, Certified Estate Planner (CEP), Licensed Insurance Advisor and/or Investment Solicitor
- Experience in insurance, wealth management or financial services, and experience leading a team
Required skills
- Strategic thinking and market foresight
- Strong commercial and financial acumen
- Leadership and team development
- Stakeholder management and executive communication
- Innovation and client-centric design
- Deep understanding of HNW client behaviors and expectations
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Published 7 hours ago
Expires 1 month from now
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prudential
Metro Manila
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