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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 assign...