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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 work environment.
- Why this job: Build strong relationships and make a real impact in a dynamic retail setting.
- Qualifications: Experience in retail client servicing and relationship management required.
- Other info: Opportunity to work with high-profile clients and develop your career.
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 employer: Harrison Holgate
Contact Detail:
Harrison Holgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Account Executive
✨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 referral partners. Building those relationships can really help you stand out.
✨Tip Number 2
Practice your pitch! You need to be able to communicate your value clearly and confidently. Role-play with friends or family to refine your approach. Remember, it’s all about showing how you can provide that high-touch, personalised service they’re looking for.
✨Tip Number 3
Stay organised! Keep track of your interactions with clients and introducers. Use tools or apps to manage your contacts and follow-ups. This will help you maintain those strong relationships and ensure you’re always on top of client needs.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Private Clients Account Executive role. Plus, applying directly shows your commitment and enthusiasm for the position.
We think you need these skills to ace Private Clients Account Executive
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 want to see your strong problem-solving abilities in action!
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, 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 ask how you would handle specific client scenarios or challenges. Think through your problem-solving approach and be prepared to articulate how you would manage sensitive information and maintain professionalism under pressure.
