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For Companies 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 in clients' lives.
- Qualifications: Experience in client management and non-standard risks; strong interpersonal and negotiation skills required.
- Other info: Opportunity to work with a diverse team and contribute to strategic business growth.
The predicted salary is between 43200 - 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
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, webinars, and conferences to meet potential colleagues and clients. Building these connections can give you insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends and challenges in the private client insurance market. Being knowledgeable about non-standard risks and current market dynamics will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to showcase your negotiation skills and client management experience. Think of specific examples where you've successfully managed high-net-worth clients or resolved complex issues, as these will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Familiarize yourself with the company's values and mission. Understanding their approach to client relationships and business growth will allow you to align your answers and demonstrate how you can contribute to their goals.
We think you need these skills to ace Private Client Manager
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 skills align with the key responsibilities, such as driving business growth and building strong client relationships.
Showcase Your Interpersonal Skills: Provide examples in your application that showcase your exceptional interpersonal skills and ability to build genuine relationships. Highlight specific instances where you successfully influenced decisions or resolved complex issues.
Prepare for Interviews: If invited for an interview, prepare to discuss your negotiation expertise and how you've handled challenging situations in the past. Be ready to present innovative solutions and demonstrate your market knowledge.
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 to drive 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 handled difficult situations proactively. Be ready to explain how you embodied brand values during these interactions and what strategies you employed to ensure positive outcomes for clients.
✨Exhibit Your Negotiation Expertise
Prepare to discuss your negotiation skills, especially in relation to non-standard risks. Provide examples of how you've successfully navigated complex negotiations and influenced decisions, as this will be key to demonstrating your fit for the role.
