Agency HNWI Leader

• 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.

Quote job ref: JN-092026-7106354