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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and ensure exceptional service.
- Company: Reputable insurance firm in Bedford with a strong focus on client satisfaction.
- Benefits: Competitive salary starting at £40,000+, hybrid working, and career progression.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Strong experience in household insurance and client management required.
- Other info: Great opportunity for growth in a dynamic and rewarding environment.
The predicted salary is between 40000 - 56000 £ per year.
A well-established, reputable insurance firm in Bedford is seeking a Private Client Adviser to manage a portfolio of high-net-worth clients. This role focuses on client retention and providing a high-touch, service-led experience.
Strong experience in household insurance and client management is essential.
The position offers a competitive salary starting at £40,000+, hybrid working, and excellent career progression opportunities in a supportive team environment.
HNW Private Client Adviser | Portfolio Lead (Hybrid) employer: Impact Recruitment
Contact Detail:
Impact Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Private Client Adviser | Portfolio Lead (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Private Client Adviser role.
✨Tip Number 2
Prepare for those interviews by brushing up on your client management skills. Think of specific examples where you've provided exceptional service to high-net-worth clients, as this will show you’re the right fit for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds!
✨Tip Number 4
Check out our website for the latest job openings! We often post exclusive roles that might not be listed elsewhere, so keep an eye out for that HNW Private Client Adviser position you’ve been dreaming about.
We think you need these skills to ace HNW Private Client Adviser | Portfolio Lead (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in household insurance and client management. We want to see how you've successfully managed high-net-worth clients in the past, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you’ve provided a high-touch service and retained clients in previous positions.
Showcase Your Soft Skills: In this role, client relationships are key. We’re looking for someone who can communicate effectively and build trust. Make sure to highlight any relevant soft skills in your application that demonstrate your ability to connect with 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 don’t miss out on any important updates about the process!
How to prepare for a job interview at Impact Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of household insurance and client management. Familiarise yourself with the latest trends and challenges in the industry, as well as the specific services offered by the firm. This will show that you're not just interested in the role but are also committed to providing a high-touch experience for clients.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed high-net-worth clients. Think about how you retained clients and provided exceptional service. Be ready to discuss specific strategies you used to build relationships and ensure client satisfaction.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm's approach to client retention and their expectations for the role. This not only demonstrates your interest but also helps you gauge if the company culture aligns with your values.
✨Emphasise Teamwork
Since this position is within a supportive team environment, highlight your ability to work collaboratively. Share examples of how you've contributed to team success in previous roles, and express your enthusiasm for being part of a team that prioritises client service.
