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- Tasks: Manage and develop high-net-worth client relationships while ensuring exceptional service.
- Company: Join a leading name in the high-net-worth insurance space with a strong reputation.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Be the go-to person for luxury clients and make a real impact in their lives.
- Qualifications: Strong interpersonal skills, negotiation experience, and a proven track record in client management required.
- Other info: Work in a dynamic team environment with a focus on innovation and client satisfaction.
The predicted salary is between 43200 - 72000 £ per year.
Location: Hybrid – London / York - 2 days per week in York office
Purpose of role:
A big name in the HNW space is looking for an experienced Client Manager to join their established team in York. The role is responsible for managing and developing a varied book of HNW business, ensuring growth, retention and excellent customer service.
Key responsibilities:
- Cultivating and strengthening both external and internal relationships
- Managing diverse and extensive client interactions daily
- Gaining a deep understanding of our clients, becoming their go-to person for insurance needs, and ensuring we focus on the right customer outcomes
- Aiming to attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections
- Going above and beyond in challenging situations, embodying the brand and values in every transaction
- Monitoring the overall performance of the portfolio and taking corrective action as needed
- Ensuring the security and privacy of client data at all times
Experience:
- Excellent interpersonal skills, capable of building genuine and effective relationships
- Proficient in negotiating with clients of all levels and experienced in handling non-standard risks
- Proven track record in delivering exceptional customer service and client management
- Outstanding communication skills, able to positively influence others and secure business
- Strong presentation skills, effective in pitching and influencing decisions
- Skilled at forming strong relationships directly with high-net-worth clients
- Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting
- Will regularly challenge convention, introduce ‘non-standard’ business and able to take decisive action on loss making business
- Demonstrable drive and energy to move self and business forward
- Proven market reputation from experience
Private Client Manager employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager
✨Tip Number 1
Network with professionals in the high-net-worth (HNW) space. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships in this niche can give you insights into the role and help you stand out.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in the HNW insurance market. Understanding the unique needs of high-net-worth clients will not only prepare you for interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to showcase your negotiation skills through real-life examples. Think of situations where you've successfully managed complex client interactions or resolved challenging issues, as these experiences will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Research the company’s values and culture thoroughly. Understanding their approach to customer service and client management will allow you to align your responses during discussions, showing that you embody their brand ethos.
We think you need these skills to ace Private Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client management, particularly with high-net-worth individuals. Use specific examples that demonstrate your ability to build relationships and deliver exceptional customer service.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your negotiation skills and experience with non-standard risks, as well as your commitment to client satisfaction and privacy.
Showcase Your Interpersonal Skills: During the application process, emphasise your interpersonal skills. Provide examples of how you've successfully managed diverse client interactions and built strong relationships in previous roles.
Prepare for Potential Questions: Anticipate questions related to your decision-making process in complex situations. Be ready to discuss specific instances where you had to negotiate terms or handle challenging client scenarios effectively.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Showcase Your Relationship-Building Skills
As a Private Client Manager, your ability to cultivate and strengthen relationships is crucial. Be prepared to share specific examples of how you've successfully built rapport with high-net-worth clients in the past.
✨Demonstrate Your Negotiation Expertise
Negotiating terms for luxury homes and unique collections is a key part of this role. Think of instances where you’ve negotiated effectively, especially in challenging situations, and be ready to discuss your strategies.
✨Highlight Your Customer Service Excellence
Exceptional customer service is vital in this position. Prepare to talk about how you've gone above and beyond for clients, particularly in complex or non-standard scenarios, and the positive outcomes that resulted.
✨Prepare for Technical Discussions
You’ll need to make smart decisions on complex technical issues. Brush up on relevant industry knowledge and be ready to explain how you approach problem-solving, especially when faced with ambiguous information.
