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Agency HNWI Leader

Taguig Permanent View Job Description
As an Agency HNWI Leader, you will be responsible for developing, managing, and expanding relationships with affluent and High Net Worth clients through tailored wealth, protection, and financial planning solutions. The role focuses on driving portfolio growth, client acquisition, revenue generation, and delivering exceptional client experiences while maintaining the highest standards of governance and compliance.
  • Lead and grow a premium HNWI portfolio with strong earning potential.
  • Build trusted client relationships while advancing your wealth expertise.

About Our Client

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.

The Successful Applicant

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.

What's on Offer

  • 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.



This is a role for qualified professionals to take on a leadership role in the insurance industry. Interested candidates are encouraged to apply.

Contact
Paulo Fuentebella
Quote job ref
JN-092026-7106354
Phone number
+63 277955051

Job summary

Function
Sales
Sub Sector
Field Sales
What is your area of specialisation?
Insurance
Location
Taguig
Job Type
Permanent
Consultant name
Paulo Fuentebella
Consultant contact
+63 277955051
Job Reference
JN-092026-7106354

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.