Description
The Senior Manager/Manager, HNW Business is responsible for driving sustainable business growth through effective distribution strategies, partner management, and new business initiatives.
Key Responsibilities:
- Develop and execute distribution strategies targeting HNW bank-based brokers and Family Offices
- Drive sustainable growth in key HNW metrics, including APE, FYP, VNB, case count, and product mix quality
- Identify priority partners and Family Offices with strong long-term potential
- Build and maintain strong relationships with PB/Section Heads, RO, and Family Office partners
- Act as the key strategic contact for HNW bank-based brokers and top-tier bank partners
- Lead business development efforts for estate planning, succession planning, and financial legacy solutions
- Design and drive HNW-focused sales initiatives, exclusive client events, and thematic campaigns
- Monitor HNW business performance across partners, segments, and products
- Work closely with underwriting, policy services, compliance, IT, product, pricing, and finance teams
Requirements:
- Bachelor's degree in Business, Finance, Insurance, or related discipline
- 8-12+ years of experience in insurance distribution or HNW wealth management segment
- Proven track record in managing HNW bank-based brokers
- Strong experience handling complex, high-value insurance cases
- Deep understanding of HNW client needs and wealth structures
- Strong relationship management and negotiation skills
- Excellent analytical and business planning capabilities
- Strong coaching and presentation skills
- High professionalism and integrity
What We Offer:
- 5-day workweek
- 20-22 days annual leave
- Excellent learning and development opportunities
- Attractive package
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