Mid Net Worth Client Executive

IPS Group; Redhill; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading insurance services firm in the United Kingdom is seeking a Private Client Executive to manage a portfolio of mid to high-net-worth clients. You will drive new business by building strong client relationships, while also coordinating with internal teams to provide a seamless client experience. The ideal candidate will have experience in Private Client insurance and strong interpersonal skills, with a focus on trust and discretion. The company offers a comprehensive benefits package and opportunities for career progression.

Benefits

Comprehensive benefits package

Hybrid working for flexibility

Career progression opportunities

Qualifications

• Experience as a Client Executive or equivalent role dealing with high-net-worth individuals.
• Confidence in managing complex requirements and building client relationships.
• Ability to communicate effectively and maintain client trust.

Responsibilities

• Manage a portfolio of mid to high-net-worth clients proactively.
• Drive new business by creating an active pipeline and building relationships.
• Coordinate between service, broking, and other internal teams for client satisfaction.

Skills

Strong interpersonal skills

Experience in Private Client or HNW insurance

Ability to handle complex requirements

Job description

Job Description

If you’re looking for a role where you can combine relationship management with the challenge of building your own portfolio, this Private Client Executive position could be the perfect fit. You’ll be working with mid to high-net-worth individuals, delivering a service that feels personal and professional, and making sure every client gets the attention they deserve. This isn’t about processing renewals. It’s about understanding clients, anticipating their needs, and creating solutions that genuinely work for them.

You’ll take responsibility for your own clients, managing everything from service and broking coordination to strategic planning and client visits. You’ll also be expected to drive new business, creating an active pipeline and building relationships that lead to long-term success. Alongside this, you’ll work closely with other areas of the business, including claims, risk management, and credit, to make sure clients receive a seamless experience.

To succeed, you’ll need experience in Private Client or HNW insurance and the confidence to deal with complex requirements. My client is looking for someone who can really slot in with mid to high-net-worth individuals, someone who understands their world and can mix comfortably in that environment. Strong interpersonal skills are essential because this role is as much about trust and discretion as it is about technical knowledge. If you’ve previously worked as a Client Executive or have stepped up and shown you can handle this level of responsibility, you’ll be considered.

In return, you’ll join a business that values quality over quantity and gives you the space to do your job properly. There’s a comprehensive benefits package, hybrid working for flexibility, and genuine career progression for those who demonstrate drive and success. If you want to work somewhere that invests in its people and gives you the opportunity to grow, this is worth exploring.