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.
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Private Clients - Account Executive in City of London employer: Harrison Holgate
Join a pioneering organisation that values excellence and innovation, offering a dynamic work culture where your expertise as the Group Head of Insurance will be instrumental in shaping global risk management strategies. With a commitment to employee growth, you will have access to professional development opportunities and the chance to lead impactful projects across multiple countries, all while being part of a supportive team that prioritises collaboration and strategic thinking.
