PRU Prime Relationship Manager

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.