Job Description

overview

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.