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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients with personalised service.
- Company: Respected insurance brokerage known for exceptional client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Build strong relationships and make a real impact in clients' lives.
- Qualifications: Experience in retail client servicing and relationship management.
- Other info: Dynamic role with opportunities for career advancement and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
I am working with a well respected insurance brokerage who are seeking a Private Clients Account Executive to manage and grow a portfolio of high-net-worth (HNW) private clients within a retail, direct-to-client environment. This role requires exceptional relationship-building skills, as you will work closely not only with clients themselves but also with key introducers and referral partners. The ideal candidate has a strong background in retail client servicing, with proven success in managing introducer relationships and delivering high-touch, personalised service.
Key Responsibilities
- Act as the primary point of contact for private clients in a direct retail environment, delivering personalised and responsive service.
- Build, manage, and nurture strong relationships with clients and introducers, ensuring a positive and trusted experience.
- Understand client needs and circumstances in depth to provide tailored advice and suitable solutions.
- Handle all day-to-day client requests, ensuring efficient and accurate resolutions.
- Manage introducer pipelines and ensure introducers receive excellent support, updates, and communication.
- Conduct regular portfolio reviews and prepare personalised recommendations.
- Collaborate with internal teams (underwriting, operations, finance, service providers) to fulfil client and introducer requirements.
- Support new business activities by providing onboarding support, preparing proposals, and ensuring a seamless client journey.
- Coordinate and negotiate renewals, ensuring retention of high-value accounts.
- Maintain meticulous client and introducer records, adhering to regulatory and internal compliance standards.
- Represent the business professionally when interacting with introducers, partners, and high-profile clients.
Skills & Competencies
- Proven experience working in a retail (direct-to-client) environment.
- Strong track record of managing and developing introducer relationships.
- Exceptional relationship-building skills with a client-centric, advisory approach.
- Excellent written and verbal communication skills.
- High accuracy, attention to detail, and strong organisational discipline.
- Ability to work under pressure and manage shifting priorities.
- Commercial mindset with the ability to spot cross-selling or upselling opportunities.
- Strong problem-solving and decision-making skills.
- Confident handling sensitive information with professionalism and discretion.
Private Clients Account Executive in London employer: Harrison Holgate
Contact Detail:
Harrison Holgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Account Executive in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential introducers or clients on LinkedIn. Building those relationships can really set you apart.
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to introduce yourself to a potential client or introducer. Have a clear, concise summary of who you are and what you bring to the table ready to go. It’s all about making that first impression count!
✨Tip Number 3
Follow up! After meeting someone or having a conversation, drop them a quick message to say it was great to connect. This keeps you fresh in their mind and shows you’re genuinely interested in building that relationship.
✨Tip Number 4
Don’t forget to showcase your expertise! Share relevant articles, insights, or even your own thoughts on industry trends on social media. This positions you as a knowledgeable resource and can attract high-net-worth clients looking for someone who knows their stuff.
We think you need these skills to ace Private Clients Account Executive in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Clients Account Executive. Highlight your experience in retail client servicing and managing introducer relationships, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your exceptional relationship-building skills and how you can deliver that high-touch, personalised service we value at StudySmarter.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've handled client requests or managed shifting priorities. We love seeing candidates who can think on their feet and provide tailored solutions.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
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 your ability to provide tailored advice and solutions during the interview.
✨Showcase Relationship-Building Skills
Prepare examples from your past experiences where you've successfully built and nurtured relationships with clients and introducers. Highlight how these relationships led to positive outcomes, as this role heavily relies on exceptional relationship-building skills.
✨Demonstrate Attention to Detail
Since the role requires meticulous record-keeping and compliance adherence, be ready to discuss how you ensure accuracy in your work. Bring up specific instances where your attention to detail made a significant difference in client satisfaction or operational efficiency.
✨Prepare for Scenario Questions
Anticipate questions that may involve handling sensitive information or resolving client issues. Think through your problem-solving approach and be prepared to articulate how you would manage various scenarios, showcasing your decision-making skills and professionalism.
