HNW Private Client Advisor - High-Touch Relationship Lead

Harrison Holgate; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A reputable insurance brokerage in Greater London is seeking a Private Clients Account Executive to manage a portfolio of high-net-worth clients. This role emphasizes exceptional relationship-building and requires a strong background in retail client servicing. The ideal candidate will provide tailored advice, handle client requests, and maintain meticulous records while collaborating with internal teams for seamless service delivery. Strong interpersonal and problem-solving skills are essential for this dynamic position.

Qualifications

• Proven experience in a direct-to-client retail environment is essential.
• Strong ability to manage and develop introducer relationships effectively.
• Exceptional relationship-building skills with a client-centric approach.

Responsibilities

• Act as the primary point of contact for private clients, delivering personalised service.
• Build and nurture relationships with clients and introducers.
• Understand client needs to provide tailored advice.
• Handle day-to-day client requests efficiently.

Skills

Retail client servicing

Relationship management

Communication skills

Attention to detail

Problem-solving skills

Job description

A reputable insurance brokerage in Greater London is seeking a Private Clients Account Executive to manage a portfolio of high-net-worth clients. This role emphasizes exceptional relationship-building and requires a strong background in retail client servicing. The ideal candidate will provide tailored advice, handle client requests, and maintain meticulous records while collaborating with internal teams for seamless service delivery. Strong interpersonal and problem-solving skills are essential for this dynamic position.