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For Companies At a Glance
- Tasks: Manage high-net-worth client portfolios and tailor insurance solutions.
- Company: Join a leading broker's High-Net-Worth Team with an incredible reputation.
- Benefits: Enjoy a competitive salary, tailored benefits, and real growth opportunities.
- Why this job: Make a lasting impact while working with prestigious clients in a supportive culture.
- Qualifications: 2 years' experience in the High Net Worth sector and strong communication skills required.
- Other info: A full driving license is needed, and travel for client meetings is expected.
Are you a Private Client Account Executive with a passion for building strong client relationships and delivering bespoke solutions? We are looking for someone like you to join a leading brokers’ High-Net-Worth Team. If you’re ready to take your career to the next level and work with prestigious clients, this is the opportunity you’ve been waiting for!
About the Role:
As a Private Client Account Executive, you’ll manage a portfolio of high-net-worth clients, tailoring insurance solutions to meet their unique needs. You’ll be an integral part of the team, driving business growth, managing renewals, and ensuring top-tier service to an exclusive clientele.
Responsibilities of the Private Client Account Executive:
- Build and nurture long-lasting relationships with high-net-worth clients.
- Develop bespoke insurance programs tailored to client needs.
- Manage renewals and negotiate with clients and insurers to secure optimal terms.
- Actively contribute to new business development and identify cross-selling opportunities.
- Ensure compliance and maintain excellent client service standards.
What We’re Looking for in a Private Client Account Executive:
- Minimum of 2 years’ experience in the High Net Worth sector or similar role.
- Strong communication skills with a proven ability to engage with clients face-to-face.
- Ability to work towards new business growth targets.
- Detail-oriented and committed to providing exceptional service.
- A full driving license and willingness to travel for client meetings.
Benefits of the Private Client Account Executive:
- Competitive salary of £40,000 - £45,000.
- A tailored benefits package designed for your well-being and success.
- Real opportunities for growth within a supportive and collaborative culture.
- A forward-thinking, people-first company with an incredible reputation.
- The chance to work with prestigious clients and make a lasting impact.
Ready to take the leap? If you’re a driven Private Client Account Executive who wants to make an impact, develop your career, and work in a dynamic, rewarding environment, we want to hear from you!
Private Client Account Executive employer: NJR Recruitment Ltd
Contact Detail:
NJR Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Account Executive
✨Tip Number 1
Network with professionals in the high-net-worth sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Research the latest trends in the high-net-worth insurance market. Being knowledgeable about current developments will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built client relationships in the past. Highlighting your experience with bespoke solutions will show that you're a perfect fit for this role.
✨Tip Number 4
Familiarise yourself with StudySmarter's values and culture. Understanding what we stand for will help you align your responses during interviews and show that you're genuinely interested in joining our team.
We think you need these skills to ace Private Client Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the High Net Worth sector. Emphasise your skills in building client relationships and delivering bespoke solutions, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to manage high-net-worth clients. Use specific examples from your past experiences to demonstrate your suitability for the role.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to managing portfolios and developing tailored insurance programs. This will help the employer see your direct relevance to the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at NJR Recruitment Ltd
✨Showcase Your Relationship-Building Skills
As a Private Client Account Executive, your ability to build and nurture relationships is crucial. Prepare examples of how you've successfully engaged with high-net-worth clients in the past, highlighting your communication skills and personal approach.
✨Demonstrate Your Tailored Solutions Expertise
Be ready to discuss specific instances where you've developed bespoke insurance programmes for clients. This will show your understanding of their unique needs and your capability to deliver tailored solutions.
✨Prepare for Negotiation Scenarios
Since managing renewals and negotiating terms is part of the role, think of examples where you've successfully negotiated with clients or insurers. This will demonstrate your negotiation skills and your ability to secure optimal terms.
✨Highlight Your Business Development Experience
The role involves contributing to new business development, so be prepared to discuss how you've identified cross-selling opportunities in previous roles. This will showcase your proactive approach and commitment to driving business growth.
