Manager - Business Development & HNI Account Management (2604-MBDHNI)

Our client in the financial sector is seeking to recruit a dynamic and commercially Manager - Business Development, HNI Account Management to drive growth and manage high-value client relationships across insurance and investment solutions.

This role is responsible for expanding the HNI portfolio, delivering tailored insurance and investment propositions, and strengthening long-term client engagement and profitability.

Responsibilities:

• Develop and execute business development strategies to grow the HNI insurance and investment portfolio in line with organisational objectives.
• Manage and nurture relationships with High Net Worth Individuals, offering personalised insurance and investment solutions based on client needs and risk profiles.
• Identify new business opportunities through referrals, intermediaries, market intelligence, and strategic partnerships.
• Advise clients on appropriate investment products, wealth solutions, and insurance coverage in collaboration with internal investment and underwriting teams.
• Lead negotiations on pricing, terms, and investment allocations within approved delegated authorities.
• Coordinate with underwriting, claims, investment, and operations teams to ensure seamless on-boarding, service delivery, and client experience.
• Monitor portfolio performance, retention, and profitability, and recommend corrective or growth strategies where required.
• Ensure compliance with regulatory, risk, and governance requirements across insurance and investment activities; and
• Represent the organisation at client meetings, networking events, and industry engagements.

Profile:

• Degree or professional qualification in Insurance, Business, Marketing, Finance, Investment, or a related field.
• Minimum 8-10 years' experience in business development, relationship management, or wealth/insurance advisory roles, including experience with HNI clients.
• Strong understanding of insurance products, investment solutions, and wealth management principles.
• Proven track record in revenue growth, portfolio management, and client retention.
• Excellent communication, negotiation, and relationship management skills; and
• Strong commercial acumen with a client-focused, ethical, and results-driven approach.