Senior Manager/Manager, HNW Business
Core
Drive sustainable business growth for High Net Worth (HNW) clients through distribution strategies, partner management, and new business initiatives in the life and health insurance sector.
Role type
Senior Manager, HNW Business
Builds
HNW insurance propositions, sales initiatives, and client engagement campaigns for bank-based brokers and Family Offices
Domain
Insurance / Wealth Management
Required skills
HNW distribution strategy, partner management, complex case handling, financial analysis, business planning, stakeholder negotiation, team coaching
Preferred skills
Experience with estate planning, succession planning, and multi-layer company structures
Technologies
CRM systems, financial modeling tools, data analytics platforms
Responsibilities
Develop and execute HNW distribution strategies targeting bank-based brokers and Family Offices; manage key strategic partners and senior stakeholders; lead business development for complex financial legacy solutions; design and drive HNW-focused sales campaigns; monitor and analyze business performance metrics; collaborate cross-functionally on product and process enhancements.
Seniority
Senior Manager, strategic leadership & team management