Private Clients - Account Executive

Harrison Holgate; City Of London; On-site; GBP 55,000 - 70,000; Full time

Job summary

Harrison Holgate in London is seeking a Private Clients Account Executive to manage a portfolio of high-net-worth clients, delivering a tailored, high-standard service and acting as the main contact for day-to-day needs.

You will develop connections with introducers and referral partners, handle renewals and new business, and identify opportunities to expand existing relationships while maintaining thorough records and compliance.

Qualifications

• Previous experience within Private Clients / HNW insurance is essential.
• Experience in a retail, direct-to-client environment would be highly beneficial.
• Strong relationship-management skills with clients and introducers.
• Confident managing a portfolio and handling renewals, mid-term adjustments and new business.

Responsibilities

• Manage a portfolio of HNW private clients as the main day-to-day point of contact.
• Build and maintain relationships with clients and introducers.
• Handle renewals, mid-term adjustments, new business and client queries.
• Develop and manage relationships with introducers and referral partners.
• Provide tailored, high-quality service aligned with clients' insurance needs.
• Identify opportunities to grow existing accounts with additional covers.
• Collaborate with insurers and internal teams to ensure smooth placement.
• Support new business opportunities from inquiry to onboarding.
• Conduct regular client reviews and maintain accurate records.

Skills

Relationship management

Client-facing

Communication

Organisational skills

Commercial awareness

Job description

Private Clients Account Executive

Location: London

Salary: Competitive, dependent on experience

We are working with an established insurance brokerage who are looking to appoint a Private Clients Account Executive to join their team.

This is an opportunity for an experienced private client professional to manage and develop a portfolio of high-net-worth (HNW) clients, working across both existing relationships and new business opportunities.

The role will have a strong focus on delivering a high level of service to clients, while also developing relationships with introducers and referral partners to support continued growth.

Key Responsibilities

• Manage a portfolio of HNW private clients, acting as the main point of contact for day-to-day requirements.
• Build and maintain strong, long-term relationships with clients and introducers.
• Handle renewals, mid-term adjustments, new business and general client queries.
• Develop and manage relationships with introducers, ensuring they receive a high level of service and regular communication.
• Understand clients' individual circumstances and insurance requirements, providing a tailored and personal service.
• Identify opportunities to develop existing accounts through additional covers and products where appropriate.
• Work closely with insurers, underwriters and internal teams to ensure client requirements are handled efficiently.
• Support new business opportunities from initial enquiry through to placement and onboarding.
• Conduct regular client reviews and ensure accounts are proactively managed.
• Maintain accurate records and ensure all activity is carried out in line with regulatory and internal requirements.

About You

• Previous experience within Private Clients / HNW insurance is essential.
• Experience working in a retail, direct-to-client environment would be highly beneficial.
• Strong relationship management skills, with the ability to build trust with both clients and introducers.
• Confident managing a portfolio of clients and handling renewals, adjustments and new business.
• Strong communication and organisational skills.
• Commercially aware, with the ability to identify opportunities to grow existing relationships.
• A professional, personable and client-focused approach.
• Experience working with introducers or referral partners would be advantageous.

The Opportunity

This is a role for someone who enjoys being client-facing and relationship-led, with the opportunity to take ownership of a portfolio while contributing to the wider growth of the private clients business.

Competitive salary and package available, depending on experience.