Agency HNWI Leader
Talentmate
Philippines
23rd September 2026
2609-2544-2361
Job Description
- Lead and grow a premium HNWI portfolio with strong earning potential.
- Build trusted client relationships while advancing your wealth expertise.
Our client is a leading organisation within the financial services sector, committed to helping clients build, protect, and preserve wealth through comprehensive financial solutions.
Job Description
- Lead the acquisition, development, and retention of affluent and High Net Worth Individual (HNWI) clients.
- Conduct comprehensive financial reviews to assess clients' goals, financial needs, risk appetite, and long-term objectives.
- Provide tailored recommendations across insurance, investment, wealth accumulation, retirement, and estate planning solutions.
- Drive sales, revenue, premium growth, and portfolio expansion through proactive relationship management and strategic business development.
- Generate new business opportunities through networking, referrals, professional partnerships, and market engagement activities.
- Identify cross-selling and upselling opportunities to deepen existing client relationships.
- Collaborate with internal stakeholders to ensure effective delivery of client solutions and exceptional service standards.
- Monitor market trends, economic developments, and competitor activities to identify growth opportunities.
- Ensure all client recommendations and business activities comply with regulatory, risk, and governance requirements.
- Build and maintain trusted advisor relationships with clients while safeguarding confidentiality and professionalism.
A Successful Agency HNWI Leaders Should Have
- Bachelor's Degree in Business, Finance, Economics, or a related field.
- Minimum 8 years of experience within wealth management, insurance, private banking, financial advisory, or broader financial services.
- Proven track record managing affluent and High Net Worth client portfolios.
- Demonstrated success in achieving sales, revenue, and portfolio growth targets.
- Strong business development and client acquisition capabilities.
- Expertise in wealth planning, investment solutions, insurance, retirement planning, and estate planning.
- Excellent stakeholder management, communication, and relationship-building skills.
- Experience operating within a regulated financial services environment.
- Strong understanding of risk management, governance, and compliance requirements.
- Opportunity to lead and grow a premium High Net Worth client portfolio.
- Competitive base salary with attractive performance-based incentives.
- Exposure to sophisticated wealth management, insurance, investment, and estate planning solutions.
- Strong career development and leadership progression opportunities.
- Access to ongoing professional development, industry training, and certifications.
- Collaborative and high-performing work environment.
- Opportunity to build a strong market presence within the affluent and HNWI segment.
- Comprehensive employee benefits and wellbeing programmes.
- Platform to make a significant impact on business growth while helping clients achieve their financial objectives.
- Stable and reputable organisation with a long-term commitment to client excellence and professional development.
Quote job ref: JN-092026-7106354
Job Details
| Role Level: | Not Applicable | Work Type: | Full-Time |
|---|---|---|---|
| Country: | Philippines | City: | Taguig National Capital Region |
| Company Website: | https://redirect.michaelpage.com/mp-home | Job Function: | General Management |
| Company Industry/ Sector: |
Other | ||
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