HNW Private Clients Executive — Growth & Networking

Verlingue UK; Redhill; On-site; GBP 40,000 - 70,000; Full time

Job summary

Verlingue UK in Redhill is seeking a Client Executive for Private Clients to drive profitable growth by winning new business and cross-selling to affluent clients.

You will manage a growing portfolio, build relationships with insurers, and use Acturis for underwriting and client servicing. Cert CII and DIP CII are preferred; experience in HNW is essential.

The role offers a collaborative environment with growth opportunities within a European, family-owned brokerage.

Qualifications

• Extensive experience in High Net Worth Private Clients and client management.
• Proven ability to generate new business and cross-sell to affluent clients.
• Strong insurer relationships and advisory capabilities.

Responsibilities

• Achieve new business, retention and income targets for HNW Private Clients.
• Develop and maintain relationships with professional introducers and KBIs.
• Coaching and mentoring colleagues on business development and client servicing.
• Ensure compliant communications and documentation with Acturis.

Skills

New business development

Relationship management

Client communication

Education

Cert CII

DIP CII

Tools

Acturis

Job description

Verlingue UK in Redhill is seeking a Client Executive for Private Clients to drive profitable growth by winning new business and cross-selling to affluent clients.

You will manage a growing portfolio, build relationships with insurers, and use Acturis for underwriting and client servicing. Cert CII and DIP CII are preferred; experience in HNW is essential.

The role offers a collaborative environment with growth opportunities within a European, family-owned brokerage.