Relationship Manager – HNWI at Jubilee Insurance

Role Purpose

The role holder is responsible for driving business growth within the High-Net-Worth Individual (HNWI) segment by identifying new opportunities, strengthening client relationships, and delivering tailored investment solutions. This position contributes to client retention and strategic initiatives that enhance the company's market presence and overall business performance.

Main Responsibilities

Strategy

• Develop and implement the strategic plan for the company, aligned with overall corporate strategy
• Monitor industry developments, regulatory changes, and emerging market conditions to adjust strategies accordingly

Business Development

• Identify and pursue business development initiatives to expand the client base, with specific focus on high-net-worth segments
• Identify new business opportunities for high-net-worth clients
• Develop and maintain relationships with key stakeholders, including corporate clients and high-net-worth individuals
• Collaborate with marketing and sales teams to create targeted campaigns and promotional strategies to attract new clients
• Analyse market trends and competitor activities to identify opportunities for differentiation and competitive advantage
• Explore partnerships, joint ventures, and strategic alliances to enhance market presence and service offerings
• Conduct market research to understand the evolving needs of corporate and high-net-worth clients, tailoring services and products accordingly

Client Relationship Management

• Establish strong and enduring relationships with high-net-worth clients and understand their financial goals, risk tolerance, and preferences
• Regularly communicate with clients to provide updates on portfolio performance, market conditions, and investment strategies