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5-7 Years
4 months ago
222 Viewed
0 Applied

Job Description

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.


As a Relationship Manager (RM), you will be responsible for establishing, maintaining, and enhancing relationships with affluent and high-net-worth clients. Leveraging your expertise in financial services and insurance as well as your extensive list of network and clientele, you will engage with clients through multiple channels, including phone calls, emails, virtual meetings, and in-person interactions, providing tailored financial and insurance solutions.


  1. Bachelor's degree in Finance, Business Administration, or related field.
  2. 5 years of experience in banking, financial services, or insurance, with a focus on client relationship management in priority banking customers.
  3. Strong understanding of insurance products, particularly life insurance, and financial planning.
  4. Excellent communication skills, proficient in both virtual and face-to-face client interactions.
  5. Proven track record of meeting sales targets and effectively managing client portfolios.
  6. Knowledge of financial regulations and insurance compliance.
  7. Extensive network and priority banking clientele from previous experience.
  8. Proficiency in CRM software, digital communication, and sales management tools.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with special requirements.


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