Private Clients Account Executive

Harrison Holgate; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A reputable insurance brokerage in Greater London is seeking a Private Clients Account Executive to manage a portfolio of high-net-worth clients. This role emphasizes exceptional relationship-building and requires a strong background in retail client servicing. The ideal candidate will provide tailored advice, handle client requests, and maintain meticulous records while collaborating with internal teams for seamless service delivery. Strong interpersonal and problem-solving skills are essential for this dynamic position.

Qualifications

• Proven experience in a direct-to-client retail environment is essential.
• Strong ability to manage and develop introducer relationships effectively.
• Exceptional relationship-building skills with a client-centric approach.

Responsibilities

• Act as the primary point of contact for private clients, delivering personalised service.
• Build and nurture relationships with clients and introducers.
• Understand client needs to provide tailored advice.
• Handle day-to-day client requests efficiently.

Skills

Retail client servicing

Relationship management

Communication skills

Attention to detail

Problem-solving skills

Job description

I am working with a well respected insurance brokerage who are seeking a Private Clients Account Executive to manage and grow a portfolio of high-net-worth (HNW) private clients within a retail, direct-to-client environment. This role requires exceptional relationship-building skills, as you will work closely not only with clients themselves but also with key introducers and referral partners. The ideal candidate has a strong background in retail client servicing, with proven success in managing introducer relationships and delivering high-touch, personalised service.

Key Responsibilities

• Act as the primary point of contact for private clients in a direct retail environment, delivering personalised and responsive service.
• Build, manage, and nurture strong relationships with clients and introducers, ensuring a positive and trusted experience.
• Understand client needs and circumstances in depth to provide tailored advice and suitable solutions.
• Handle all day-to-day client requests, ensuring efficient and accurate resolutions.
• Manage introducer pipelines and ensure introducers receive excellent support, updates, and communication.
• Conduct regular portfolio reviews and prepare personalised recommendations.
• Collaborate with internal teams (underwriting, operations, finance, service providers) to fulfil client and introducer requirements.
• Support new business activities by providing onboarding support, preparing proposals, and ensuring a seamless client journey.
• Coordinate and negotiate renewals, ensuring retention of high-value accounts.
• Maintain meticulous client and introducer records, adhering to regulatory and internal compliance standards.
• Represent the business professionally when interacting with introducers, partners, and high-profile clients.

Skills & Competencies

• Proven experience working in a retail (direct-to-client) environment
• Strong track record of managing and developing introducer relationships.
• Exceptional relationship-building skills with a client-centric, advisory approach.
• Excellent written and verbal communication skills.
• High accuracy, attention to detail, and strong organisational discipline.
• Ability to work under pressure and manage shifting priorities.
• Commercial mindset with the ability to spot cross-selling or upselling opportunities.
• Strong problem-solving and decision-making skills.
• Confident handling sensitive information with professionalism and discretion.

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