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- Tasks: Manage high-net-worth client portfolios and provide tailored advice.
- Company: Reputable insurance brokerage in Greater London with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Build strong relationships and make a real difference for high-net-worth clients.
- Qualifications: Experience in retail client servicing and excellent interpersonal skills.
- Other info: Opportunity to collaborate with internal teams for seamless service delivery.
The predicted salary is between 43200 - 72000 £ per year.
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.
HNW Private Client Advisor - High-Touch Relationship Lead employer: Harrison Holgate
Contact Detail:
Harrison Holgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Private Client Advisor - High-Touch Relationship Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and finance sectors. Attend industry events or webinars to meet potential employers and showcase your relationship-building skills.
✨Tip Number 2
Prepare for interviews by practising your responses to common questions. Focus on how you've successfully managed high-net-worth clients in the past and be ready to share specific examples of your problem-solving abilities.
✨Tip Number 3
Showcase your interpersonal skills during interviews. Remember, it's not just about what you say, but how you say it. Be engaging, listen actively, and demonstrate your passion for providing tailored advice to clients.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you land that dream role. Make sure your online presence reflects your expertise in client servicing and relationship management.
We think you need these skills to ace HNW Private Client Advisor - High-Touch Relationship Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high-net-worth clients and showcases your relationship-building skills. We want to see how you've provided tailored advice in previous roles, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've handled client requests and collaborated with teams to deliver exceptional service.
Showcase Your Interpersonal Skills: In this role, strong interpersonal skills are key. Use your application to demonstrate how you've successfully built relationships in the past. We love seeing real-life examples that highlight your problem-solving abilities too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Harrison Holgate
✨Know Your Clients
Before the interview, research the types of high-net-worth clients the brokerage typically serves. Understanding their needs and preferences will help you demonstrate your ability to provide tailored advice and build strong relationships.
✨Showcase Your Service Skills
Prepare examples from your past experiences where you've successfully managed client requests or resolved issues. Highlighting your retail client servicing background will show that you have the necessary skills to excel in this role.
✨Emphasise Team Collaboration
Since the role involves working with internal teams, be ready to discuss how you've collaborated with others in previous positions. Share specific instances where teamwork led to improved service delivery for clients.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've faced challenges in client servicing and how you overcame them. Being able to articulate your problem-solving skills will reassure the interviewer that you're equipped to handle the dynamic nature of this position.
