At a Glance
- Tasks: Develop new business and manage a portfolio of High Net Worth clients.
- Company: Leading insurance firm focused on affluent clientele.
- Benefits: Excellent salary, benefits, and opportunities for professional growth.
- Other info: Dynamic role with a focus on exceptional client service and compliance.
- Why this job: Make a real impact by providing tailored insurance solutions to discerning clients.
- Qualifications: Experience in High Net Worth insurance and strong relationship-building skills.
The predicted salary is between 40000 - 50000 £ per year.
This role is focused on developing new business while managing and growing a portfolio of affluent and High Net Worth clients. You'll be responsible for building strong client relationships, understanding complex insurance requirements, and delivering a tailored, high-touch service across a range of personal insurance products.
Key responsibilities include:
- Generating new business through networking, referrals and proactive business development.
- Managing and developing a portfolio of High Net Worth clients.
- Advising clients on their insurance and risk management requirements.
- Negotiating with insurers to secure the most suitable cover and competitive terms.
- Maintaining excellent client retention through exceptional service delivery.
- Identifying cross-selling opportunities and supporting the continued growth of the business.
- Ensuring all client interactions and recommendations comply with FCA regulations and Consumer Duty requirements.
The ideal candidate will have experience within High Net Worth, Private Clients or Personal Lines insurance, strong relationship-building skills, and a consultative approach to client service. This is an excellent opportunity for someone who enjoys developing business whilst providing a bespoke service to discerning clients.
Private Clients HNW Insurance Executive in Hampshire employer: Cameron James
As a leading provider of High Net Worth insurance solutions in Hampshire, we pride ourselves on fostering a dynamic work environment that prioritises employee growth and development. Our commitment to exceptional service is matched by our dedication to our team, offering competitive salaries, comprehensive benefits, and opportunities for professional advancement. Join us to be part of a collaborative culture where your contributions are valued and rewarded, making a meaningful impact in the lives of our affluent clients.
