Junior Private Equity Client Service Executive

Job Description

Junior Private Equity Client Service Executive

The Role

• As part of the International FINEX Mergers & Acquisitions and Private Equity team, you will work with the broader team to coordinate, grow, and manage private equity/financial sponsor business and relationships across all WTW’s lines of business, including M&A.
• You will focus on ensuring quality client service, converting new business opportunities, servicing portfolio companies’ requirements, and ensuring connectivity and access to WTW’s specialisms and relevant expertise globally.
• You will develop client and internal WTW relationships and convert prospects working with all lines of business.

Major accountabilities

• Client Relationship Management: Understand clients’ business, structure, and insurance needs. Support stewardship of portfolio companies for Private Equity clients. Maintain active relationships with key internal WTW stakeholders.
• Strategy and Planning: Support in setting and delivering the strategy of the WTW Private Equity proposition.
• Execution and Internal Stewardship: Build WTW’s Private Equity capability, ensuring high-standard execution and advice. Optimize revenue from new and existing clients through appropriate channels and markets, delivering bespoke insurance solutions promptly.
• Inclusive and Collaborative: Work with PE/M&A team members and producers of M&A business globally, respecting local cultures and capabilities. Facilitate new initiatives and support FINEX innovation.
• Organization Design and Development: Collaborate with other WTW offices and lines of business to convert business and coordinate activities, including cross-selling initiatives.
• Reporting: Prepare updates, reports, and analysis to assist PE, M&A, Finex, LoB, and CRB leadership.

The Requirements

• Experience in the Insurance industry.
• ACII qualification or working toward it.
• Interest or experience in advising on mergers and acquisitions, insurance, investment banking, and private equity clients.
• Interest in business development, developing client relationships, and managing opportunities across lines of business and jurisdictions.
• Good project management, problem-solving, analytical, communication, and negotiation skills.
• Degree-level education preferred but not essential.

Equal Opportunity Employer

At WTW, we believe diversity makes us stronger. We aim for a workforce that reflects the markets we serve and fosters an inclusive culture where colleagues feel valued and empowered. We are committed to equal opportunity and embracing all forms of diversity.

Our colleagues often work in a hybrid environment, combining remote, in-person, and in-office interactions based on role and client needs. Our approach is rooted in trust, and 'hybrid' work is flexible to individual and team requirements.