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- Tasks: Build long-term relationships with high-net-worth clients and manage complex risks.
- Company: Progressive independent brokerage investing in its Private Clients division.
- Benefits: Salary up to £80,000 plus bonus, hybrid working, and career growth opportunities.
- Why this job: Join a forward-thinking team and shape your career while making a real impact.
- Qualifications: Experience with HNW or Private Clients and strong client-facing skills.
- Other info: Inclusive culture that values diversity and personal authenticity.
The predicted salary is between 48000 - 64000 £ per year.
We’re working with a progressive and driven independent brokerage that’s investing heavily into its Private Clients division. Already well-regarded in the market, they’re building something special - and you could be part of it. This is a brilliant opportunity for an experienced Account Executive who thrives on building long-term relationships with discerning clients and enjoys the challenge of complex, high-value risks.
What’s on offer:
- Salary up to £80,000 DOE + bonus (negotiable)
- Hybrid working with a London base
- A loyal, interesting client book
- Support with clients in Year 1
- A collaborative, forward-thinking team
- Clear scope to grow your portfolio and shape your career
Who we’re looking for:
- An experienced Account Executive with HNW or Private Clients experience OR someone from a niche line with strong client-facing skills
- A relationship-led professional with solid technical knowledge and emotional intelligence
This is a role where you’ll be trusted to deliver, supported to grow, and given the space to bring your own flair to the team.
Account Executive - Private Clients employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Private Clients
✨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 colleagues or mentors on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Show your personality! When you get the chance for an interview or a casual chat, let your authentic self shine through. Employers love candidates who are not only skilled but also fit well with their team culture. Be confident and let them see what makes you unique!
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for Account Executives and think about how your experience aligns with the role. Practise your answers, but keep it natural – you want to sound conversational, not robotic.
✨Tip Number 4
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the position and keep you top of mind for the hiring team.
We think you need these skills to ace Account Executive - Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Account Executive role. Highlight your relationship-building abilities and any relevant experience with high-net-worth clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your background makes you the perfect fit for our progressive team. Don’t forget to show off your personality!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to manage complex risks and build long-term client relationships. Numbers and examples speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at IDEX Consulting
✨Know Your Clients
Before the interview, research the types of high-net-worth clients the brokerage works with. Understand their needs and challenges, so you can demonstrate how your experience aligns with building long-term relationships and managing complex risks.
✨Showcase Your Emotional Intelligence
In this role, emotional intelligence is key. Prepare examples from your past where you've successfully navigated client relationships or resolved conflicts. This will show that you can connect with discerning clients on a personal level.
✨Highlight Your Technical Knowledge
Be ready to discuss your technical expertise in insurance or risk management. Bring specific examples of how your knowledge has helped clients in the past, especially in niche areas. This will reinforce your credibility as an Account Executive.
✨Ask Insightful Questions
Prepare thoughtful questions about the brokerage's approach to private clients and their growth plans. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
