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- Tasks: Build relationships with mid to high-net-worth clients and manage your own portfolio.
- Company: A client-focused business that values quality service and personal growth.
- Benefits: Comprehensive benefits, hybrid working, and genuine career progression opportunities.
- Why this job: Make a real impact by delivering personalised solutions for clients who value trust and discretion.
- Qualifications: Experience in Private Client or HNW insurance and strong interpersonal skills.
- Other info: Join a supportive environment that invests in your professional development.
The predicted salary is between 36000 - 60000 £ per year.
If you’re looking for a role where you can combine relationship management with the challenge of building your own portfolio, this Private Client Executive position could be the perfect fit. You’ll be working with mid to high-net-worth individuals, delivering a service that feels personal and professional, and making sure every client gets the attention they deserve. This isn’t about processing renewals. It’s about understanding clients, anticipating their needs, and creating solutions that genuinely work for them.
You’ll take responsibility for your own clients, managing everything from service and broking coordination to strategic planning and client visits. You’ll also be expected to drive new business, creating an active pipeline and building relationships that lead to long-term success. Alongside this, you’ll work closely with other areas of the business, including claims, risk management, and credit, to make sure clients receive a seamless experience.
To succeed, you’ll need experience in Private Client or HNW insurance and the confidence to deal with complex requirements. My client is looking for someone who can really slot in with mid to high-net-worth individuals, someone who understands their world and can mix comfortably in that environment. Strong interpersonal skills are essential because this role is as much about trust and discretion as it is about technical knowledge. If you’ve previously worked as a Client Executive or have stepped up and shown you can handle this level of responsibility, you’ll be considered.
In return, you’ll join a business that values quality over quantity and gives you the space to do your job properly. There’s a comprehensive benefits package, hybrid working for flexibility, and genuine career progression for those who demonstrate drive and success. If you want to work somewhere that invests in its people and gives you the opportunity to grow, this is worth exploring.
Mid Net Worth Client Executive employer: IPS Group
Contact Detail:
IPS Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mid Net Worth Client Executive
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Building relationships is key, especially when it comes to high-net-worth clients.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience in Private Client or HNW insurance. Share specific examples of how you've successfully managed complex requirements and built strong client relationships.
✨Tip Number 3
Prepare for interviews by understanding the company’s values and how they align with your own. Be ready to discuss how you can contribute to their focus on quality service and long-term client relationships. Tailor your responses to show you’re the perfect fit for their culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged. So, take that step and let us know why you’d be a great addition to the team!
We think you need these skills to ace Mid Net Worth Client Executive
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about your experiences that relate to building relationships with clients.
Tailor Your Application: Make sure to customise your application for the Mid Net Worth Client Executive role. Highlight your experience in Private Client or HNW insurance and how it aligns with the job description. We love seeing candidates who take the time to connect their skills to our needs!
Be Specific About Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed client portfolios or driven new business. This helps us understand the impact you've made in previous roles.
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 the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at IPS Group
✨Know Your Clients
Before the interview, research the types of mid to high-net-worth individuals you’ll be working with. Understand their needs and preferences, and think about how you can tailor your approach to meet those expectations. This will show that you’re not just interested in the role, but also in providing a personal and professional service.
✨Showcase Your Relationship Management Skills
Prepare examples from your past experiences where you successfully built and maintained client relationships. Highlight situations where you anticipated client needs or created tailored solutions. This will demonstrate your ability to connect with clients on a deeper level, which is crucial for this role.
✨Demonstrate Your Technical Knowledge
Brush up on your knowledge of Private Client and HNW insurance. Be ready to discuss complex requirements and how you’ve navigated them in the past. This will help build trust with the interviewer, showing that you have the technical expertise to handle the responsibilities of the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and how they support their employees in building portfolios. This not only shows your interest in the role but also gives you insight into whether the company aligns with your career goals and values.
