HNW Account Executive (Equity available)

IDEX Consulting; England; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking a motivated Private Clients / High Net-Worth (HNW) Account Executive to lead the development of a new division. The role involves managing high-value clients, building relationships, and driving business growth. A competitive salary and equity opportunities are offered, along with support for personal development in a dynamic team environment.

Benefits

Performance-based incentives

Equity opportunity

Dedicated marketing budget

Ongoing professional development

Qualifications

• Proven track record of managing high-value clients within the private clients/HNW insurance sector.
• Strong network connections within the HNW sector.
• Previous experience in a similar role within an insurance brokerage is highly desirable.

Responsibilities

• Develop and manage a portfolio of private clients and HNW accounts.
• Identify and pursue new business opportunities within the HNW market.
• Lead the growth of the private clients insurance division.

Skills

Relationship building

Networking

Entrepreneurial mindset

Communication skills

Negotiation skills

Job description

A leading insurance brokerage is seeking an experienced and dynamic Private Clients / High Net-Worth (HNW) Account Executive to join their growing team. This is a unique opportunity for an ambitious professional to build and lead the development of a new division within the private clients insurance space.

The successful candidate will have the chance to leverage their proven track record in client development to manage and grow a portfolio of high-value clients, supported by dedicated account handling teams, a marketing and events budget, and business development resources.

Key Responsibilities:

• Develop and manage a portfolio of private clients and HNW accounts, ensuring exceptional client service and satisfaction.
• Identify and pursue new business opportunities within the private clients/HNW market.
• Build and nurture long-term relationships with clients, utilising an established network and industry connections.
• Lead the development and growth of the private clients insurance division, with support from the senior leadership team.
• Utilise a dedicated marketing and events budget to promote the division and expand business outreach.
• Work closely with internal account handling teams to ensure smooth delivery of services.
• Provide regular updates on business development, client retention, and division performance.

About You:

• A proven track record of successfully developing and managing high-value clients within the private clients/HNW insurance sector.
• Strong connectivity and a well-established network within the HNW sector.
• Entrepreneurial mindset, with the ability to take ownership of business growth and drive new initiatives.
• Excellent relationship-building skills, both with clients and internal teams.
• In-depth understanding of the unique needs and expectations of HNW clients.
• Strong communication, negotiation, and presentation skills.
• Previous experience in a similar role within an insurance brokerage is highly desirable.

What's On Offer:

• A competitive salary package and performance-based incentives.
• The opportunity to build and lead a new division, with full support from the business.
• Equity opportunity for the right candidate, offering a chance to have ownership in the business.
• A dedicated budget for marketing, trade events, and business development.
• Ongoing professional development and support to help you thrive in your role.
• A dynamic and collaborative work environment with a strong team ethos.

This role is ideal for a motivated and experienced Account Executive looking for a chance to shape the future of a growing business while enjoying a high level of autonomy. If you have the right experience and ambition to take on this challenge, apply now to take the next step in your career.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.