Mid Net Worth Client Executive

IPS Group Limited; Redhill; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm is seeking a Private Client Executive to manage mid to high-net-worth clients in Redhill. This role involves relationship management, driving new business, and coordinating service. Ideal candidates have experience in high-net-worth insurance and possess strong interpersonal skills for building trust with clients. The company offers a comprehensive benefits package and hybrid working options.

Benefits

Comprehensive benefits package

Hybrid working for flexibility

Career progression opportunities

Qualifications

• Experience in Private Client or HNW insurance.
• Ability to manage complex requirements with confidence.
• Proven track record as a Client Executive or similar role.

Responsibilities

• Manage a portfolio of mid to high-net-worth clients.
• Drive new business and build long-term client relationships.
• Coordinate service and broking, and plan client visits.

Skills

Relationship management

Interpersonal skills

Understanding high-net-worth individuals

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.