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For Companies At a Glance
- Tasks: Manage and develop complex portfolios for ultra high net worth clients.
- Company: Leading global insurance group with a strong presence in the London market.
- Benefits: Competitive salary, performance-related bonus, and long-term career progression.
- Why this job: Join an elite team and work on prestigious UHNW accounts.
- Qualifications: Experience with UHNW clients and strong communication skills required.
- Other info: Commitment to diversity, equity, and inclusion in the workplace.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced UHNW Account Executive looking to work with some of the world's most sophisticated private clients? A leading global insurance group with a strong London market presence is expanding its Ultra High Net Worth Private Clients team and is seeking an experienced UHNW Account Executive to manage and develop complex UHNW client portfolios across private individuals, family estates, and family office structures. This is an opportunity to join a well-capitalised, highly respected business with deep insurer relationships, international reach, and a long-term commitment to the UHNW private clients market.
What You'll Be Doing
- Acting as lead Account Executive for a portfolio of UHNW clients and family office relationships
- Managing and advising on complex, bespoke UHNW insurance programmes
- Structuring and placing multi-line risks in the London market across high-value homes, fine art, international assets, and specialty lines
- Leading insurer negotiations to secure optimal coverage, terms, and programme structure
- Delivering proactive, strategic advice and exceptional ongoing client service
- Supporting Producers with new business opportunities and client transitions
- Representing the business with insurers, clients, and professional advisers
Who We're Looking For
- Proven experience within UHNW or high-value private clients insurance
- Background as an Account Executive, Client Manager, or Client Director within a broker or insurer
- Strong technical knowledge across complex UHNW risk portfolios
- Confident, polished communicator with credibility at UHNW and family office level
- Detail-oriented, organised, and comfortable managing sophisticated client structures
- Discretion, professionalism, and a service-led mindset
- Experience within a global broker or insurer, exposure to family offices or international UHNW clients, and ACII qualification (or progress toward) are advantageous but not essential.
Why Join?
- Market-leading global platform with genuine investment in UHNW
- Access to leading insurers, specialist markets, and global resources
- Competitive base salary with performance-related bonus
- Long-term career progression within UHNW private clients
- Opportunity to work on some of the most complex and prestigious UHNW accounts in the market
If you're a UHNW Account Executive seeking a role that offers scale, sophistication, and long-term career development within an elite private clients platform, this is a rare opportunity.
All applications and enquiries will be handled with the strictest confidentiality.
Diversity, Equity and Inclusion: Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
UHNW Account Executive employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UHNW Account Executive
✨Network Like a Pro
Get out there and connect with people in the UHNW space! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience with complex UHNW portfolios. Share specific examples of how you've managed bespoke insurance programmes. We want to see your skills shine!
✨Be Proactive
Don’t wait for opportunities to come to you. Reach out to companies you admire, even if they’re not actively hiring. Let them know you’re interested in working with them. At StudySmarter, we believe that taking initiative can really set you apart from the crowd.
✨Apply Through Our Website
If you see a role that fits your skills, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are keen to join us directly!
We think you need these skills to ace UHNW Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with UHNW clients. We want to see how your background aligns with the specific needs of the role, so don’t be shy about showcasing your relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about working with UHNW clients and how your expertise can benefit our team. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: As a UHNW Account Executive, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and confidently. This will help us see how you can build relationships with our sophisticated clients.
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’re considered for this exciting opportunity. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at IDEX Consulting
✨Know Your UHNW Clients
Before the interview, research the types of UHNW clients the company works with. Understand their unique needs and challenges, especially in areas like fine art and international assets. This will help you demonstrate your knowledge and show that you're ready to manage complex portfolios.
✨Showcase Your Technical Expertise
Be prepared to discuss your experience with bespoke insurance programmes and multi-line risks. Bring examples of how you've successfully structured and placed these risks in the past. This will highlight your technical knowledge and reassure them that you can handle sophisticated client structures.
✨Communicate with Confidence
As a polished communicator, practice articulating your thoughts clearly and confidently. Use role-play scenarios to simulate discussions with UHNW clients or family offices. This will help you convey credibility and professionalism during the actual interview.
✨Demonstrate a Service-Led Mindset
Emphasise your commitment to exceptional client service. Share specific instances where you've gone above and beyond for clients, particularly in high-pressure situations. This will show that you understand the importance of discretion and professionalism in the UHNW market.
