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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 supportive team 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: Dynamic role with opportunities for growth and collaboration.
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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to high-net-worth client servicing. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your relationship-building skills during interviews. Share specific examples of how you've successfully managed client relationships in the past, highlighting your problem-solving abilities and attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace HNW Private Client Advisor - High-Touch Relationship Lead in London
Some tips for your application 🫡
Show Off Your Relationship Skills: When writing your application, make sure to highlight your experience in building and maintaining strong relationships. We want to see how you've successfully managed client portfolios in the past, especially with high-net-worth individuals.
Tailor Your Advice: Just like you would for a client, tailor your application to reflect how you can provide bespoke advice. Use examples from your previous roles that demonstrate your ability to understand and meet unique client needs.
Be Meticulous: Attention to detail is key in this role. Ensure your application is free from errors and clearly organised. We appreciate candidates who take the time to present their information neatly and accurately.
Collaborate and Communicate: Highlight your teamwork skills in your application. We’re looking for someone who can work well with internal teams to deliver seamless service. Share examples of how you've collaborated effectively in past roles.
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. Understand their unique needs and preferences so you can demonstrate how your experience aligns with providing tailored advice.
✨Showcase Relationship-Building Skills
Prepare examples from your past roles where you've successfully built and maintained strong client relationships. Be ready to discuss specific strategies you used to engage clients and resolve any issues they faced.
✨Highlight Problem-Solving Abilities
Think of scenarios where you've had to tackle complex client requests or challenges. Articulate your thought process and the steps you took to find effective solutions, showcasing your proactive approach.
✨Emphasise Team Collaboration
Since this role involves working with internal teams, be prepared to discuss how you've collaborated with others in previous positions. Share examples that illustrate your ability to work seamlessly with different departments to enhance client service.
