Private Client Manager Apply now

Private Client Manager

London Full-Time 48000 - 72000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Manage high-net-worth client portfolios and drive business growth through exceptional service.
  • Company: Join a leading insurer in the heart of London, known for its innovative approach.
  • Benefits: Enjoy competitive pay, professional development opportunities, and a dynamic work environment.
  • Why this job: Be a trusted advisor, build strong relationships, and make a real impact on clients' lives.
  • Qualifications: Exceptional interpersonal skills, negotiation expertise, and proven client management experience required.
  • Other info: Ideal for those who thrive in challenging situations and seek to innovate in their role.

The predicted salary is between 48000 - 72000 £ per year.

Private Client Manager Lloyd’s Insurer City of London I’m currently recruiting for a leading Insurer who are looking for a Private Client Manager to join their team! The ideal candidate will have experience in client management within the high net worth/private client insurance sector, as well as experience dealing with non-standard risks. Key Responsibilities: Driving business growth by managing a portfolio of high-net-worth clients, ensuring exceptional retention, performance, and profitability. Exceeding performance targets to support the profit and loss account, while identifying opportunities to align business growth with the group strategy. Collaborating with Operational Managers to support forecasting, resource planning, and operational management for business expansion. Building strong client relationships by understanding their needs, acting as their trusted advisor for insurance solutions, and ensuring positive customer outcomes during renewals and mid-term adjustments. Managing seamless transitions for clients from the new business team to your portfolio. Handling challenging situations with a proactive approach, embodying the brand values in every interaction. Representing the company through client property visits, providing support for renewals, surveys, and claims. Assisting managers in maintaining the UK risk and control framework to deliver excellent outcomes for the business and its clients. Key Requirements Exceptional interpersonal skills with the ability to build genuine, effective relationships. Strong negotiation expertise across various client types, including experience managing non-standard risks. Proven experience in delivering outstanding customer service, client management, and conducting face-to-face visits. Excellent communication skills to influence, engage, and secure business opportunities. Confident presentation skills to effectively pitch and influence decisions. Ability to establish strong direct relationships with high-net-worth clients. Sound judgement in resolving complex technical issues and making confident decisions amid ambiguous or conflicting information. A willingness to challenge the status quo, introduce innovative solutions, and take decisive action on loss-making business. Demonstrated energy and drive to propel personal and business growth. A strong market reputation, gained through experience in a client-facing role. Comprehensive knowledge of market dynamics and competitor activities.

Private Client Manager employer: HFG Insurance Recruitment

As a leading insurer located in the heart of the City of London, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. Our Private Client Managers benefit from unparalleled opportunities for professional growth, supported by a commitment to employee development and a collaborative environment that encourages innovation. With a focus on high-net-worth clients, you will enjoy the unique advantage of building meaningful relationships while driving business success in a vibrant and prestigious location.
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Contact Detail:

HFG Insurance Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Manager

✨Tip Number 1

Network with professionals in the high net worth insurance sector. Attend industry events, join relevant LinkedIn groups, and connect with current or former employees of the company to gain insights and potentially get referrals.

✨Tip Number 2

Demonstrate your understanding of non-standard risks during conversations. Prepare examples from your past experiences where you successfully managed such risks, as this will showcase your expertise and problem-solving skills.

✨Tip Number 3

Familiarize yourself with the company's brand values and ensure that you embody them in all your interactions. This will help you align with their culture and demonstrate that you are a good fit for the team.

✨Tip Number 4

Prepare to discuss how you can drive business growth and improve client retention. Think of specific strategies or innovative solutions you've implemented in previous roles that could be beneficial for the company.

We think you need these skills to ace Private Client Manager

Client Management
High Net Worth Insurance Knowledge
Non-Standard Risk Assessment
Business Growth Strategies
Performance Target Achievement
Relationship Building
Exceptional Interpersonal Skills
Negotiation Expertise
Customer Service Excellence
Communication Skills
Presentation Skills
Decision-Making Skills
Problem-Solving Skills
Market Knowledge
Proactive Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in client management, particularly within the high net worth/private client insurance sector. Emphasize any relevant achievements and how you've successfully managed non-standard risks.

Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the role and the company. Discuss how your interpersonal skills and negotiation expertise make you an ideal candidate for managing high-net-worth clients.

Showcase Your Client Management Experience: Provide specific examples of how you've built strong client relationships and delivered outstanding customer service. Highlight any instances where you've exceeded performance targets or contributed to business growth.

Prepare for Interviews: Be ready to discuss your approach to handling challenging situations and your ability to make confident decisions. Prepare to share examples of how you've introduced innovative solutions in previous roles.

How to prepare for a job interview at HFG Insurance Recruitment

✨Showcase Your Client Management Experience

Be prepared to discuss your previous experience in managing high-net-worth clients. Highlight specific examples where you successfully retained clients and exceeded performance targets, as this will demonstrate your capability in driving business growth.

✨Demonstrate Strong Interpersonal Skills

Since exceptional interpersonal skills are crucial for this role, practice articulating how you've built genuine relationships with clients in the past. Use anecdotes that showcase your ability to understand client needs and act as a trusted advisor.

✨Prepare for Challenging Situations

Think of instances where you had to handle difficult situations or resolve complex issues. Be ready to explain your proactive approach and how you embodied brand values during these interactions, as this will reflect your problem-solving skills.

✨Research Market Dynamics

Familiarize yourself with current market trends and competitor activities in the high net worth insurance sector. Being knowledgeable about the industry will not only impress your interviewers but also help you align your answers with the company's strategic goals.

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  • Private Client Manager

    London
    Full-Time
    48000 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-14

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    HFG Insurance Recruitment

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