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Private Client Manager

High Finance (UK) Limited T/A HFG
Posted 11 hours ago, valid for 2 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The leading Insurer in the City of London is seeking a Private Client Manager with experience in high net worth/private client insurance.
  • The ideal candidate should have a minimum of 5 years of client management experience and a strong background in handling non-standard risks.
  • The role involves managing a portfolio of high-net-worth clients, driving business growth, and ensuring exceptional retention and profitability.
  • Candidates must possess exceptional interpersonal and negotiation skills, along with a proven track record in delivering outstanding customer service.
  • The salary for this position is competitive, reflecting the candidate's experience and expertise in the insurance sector.

Private Client ManagerLloyd's InsurerCity of LondonI'm currently recruiting for a leading Insurer who are looking for a Private Client Manager to join their team! The ideal candidate will have experience in client management within the high net worth/private client insurance sector, as well as experience dealing with non-standard risks.

Key Responsibilities:

  • Driving business growth by managing a portfolio of high-net-worth clients, ensuring exceptional retention, performance, and profitability.
  • Exceeding performance targets to support the profit and loss account, while identifying opportunities to align business growth with the group strategy.
  • Collaborating with Operational Managers to support forecasting, resource planning, and operational management for business expansion.
  • Building strong client relationships by understanding their needs, acting as their trusted advisor for insurance solutions, and ensuring positive customer outcomes during renewals and mid-term adjustments.
  • Managing seamless transitions for clients from the new business team to your portfolio.
  • Handling challenging situations with a proactive approach, embodying the brand values in every interaction.
  • Representing the company through client property visits, providing support for renewals, surveys, and claims.
  • Assisting managers in maintaining the UK risk and control framework to deliver excellent outcomes for the business and its clients.

Key Requirements

  • Exceptional interpersonal skills with the ability to build genuine, effective relationships.
  • Strong negotiation expertise across various client types, including experience managing non-standard risks.
  • Proven experience in delivering outstanding customer service, client management, and conducting face-to-face visits.
  • Excellent communication skills to influence, engage, and secure business opportunities.
  • Confident presentation skills to effectively pitch and influence decisions.
  • Ability to establish strong direct relationships with high-net-worth clients.
  • Sound judgement in resolving complex technical issues and making confident decisions amid ambiguous or conflicting information.
  • A willingness to challenge the status quo, introduce innovative solutions, and take decisive action on loss-making business.
  • Demonstrated energy and drive to propel personal and business growth.
  • A strong market reputation, gained through experience in a client-facing role.
  • Comprehensive knowledge of market dynamics and competitor activities.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.