PRU Prime Relationship Manager (HNW Clients)

About the role

Prudential is hiring a Relationship Manager for its PRU Prime business, which serves High Net Worth (HNW) clients. The role manages, grows and deepens relationships with affluent clients through tailored insurance and wealth solutions, drives portfolio growth, provides holistic financial advisory and contributes to HNW segment targets.

Key responsibilities

• Manage a portfolio of HNW clients, building long-term relationships through regular financial reviews and personalized advisory, and act as a trusted advisor across protection, investment and wealth planning.
• Achieve and exceed sales targets for premium income, AUM and revenue, acquire new HNW clients and grow client count, case size and activity ratios, while identifying cross-sell and upsell opportunities.
• Deliver holistic financial planning covering insurance, investment and estate planning, keeping product recommendations suitable and compliant.
• Collaborate with product, investment and underwriting teams, financial advisors and distribution partners, and support HNW campaigns and client events.
• Monitor client behaviour, competitors and market trends, and give feedback to product development and business strategy.
• Follow internal policies, regulatory requirements and sales governance, maintain accurate client records, and uphold ethical standards and client confidentiality.
• Know and follow Pru Life UK Compliance Standards, report compliance matters to the Compliance Officer, and perform other assigned functions.

Required profile

• Bachelor's degree in business, finance, economics or a related field.
• At least 8 years of relevant experience in insurance, wealth management or financial services.
• Strong experience in client relationship management and sales within affluent/HNW segments, with a proven track record of meeting sales and portfolio growth targets.

Required skills

• Sales and results orientation, client-centric mindset and stakeholder collaboration.
• Financial advisory and analytical capability, market awareness and business acumen.
• Understanding of Pru Life UK Compliance Standards.