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Private Clients Account Handler

Private Clients Account Handler

John Williams Recruitment

Posted a day ago, valid for 23 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A fantastic opportunity exists for a Client Executive in the Existing Business Private Clients Team, focused on managing and retaining an existing client portfolio while identifying new opportunities.
The ideal candidate will have a client-facing sales background and a passion for elite client service, aiming to thrive at a market-leading insurance broker in London.
Successful applicants should have a strong Private Client sales background and the ability to manage high-net-worth (HNW) insurance clients effectively.
Candidates are expected to possess excellent communication skills and demonstrate the ability to generate leads and build a robust pipeline of potential clients.
The position offers a competitive salary and benefits package, including 25 days of annual leave and pension contributions, with a preference for candidates having prior experience in a similar role.

A fantastic opportunity to join an Existing Business Private Clients Team as a Client Executive focussed on managing and retaining an existing client portfolio in addition to identifying and winning new opportunities with you clients. This is the perfect role for an individual with a client facing sales background with ambition to join and flourish at a market leading insurance broker

This position is located in London. Working within an established team which allows you to further develop your career whilst opening the door to a myriad of opportunities in the future. This is the perfect platform to use your relationship building and stakeholder management skills in order to maintain and grow a portfolio of HNW Private clients. To use your client management abilities to ensure excellent client retention.

A strong Private Client sales background and the ability to manage and retain an existing portfolio of HNW insurance clients.

Will have a passion for elite client service and be able to generate leads and follow these up to build a strong pipeline of potential HNW clients

Excellent communication skills both written and verbal

Being passionate about client service and growth

Insurance qualifications (or working towards qualification) i.e. CII, Dip CII, ACII but not essential

The company Competitive Benefits Package including: 25 days annual leave, pension contributions, private medical cover.

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Private Clients Account Handler

Financial Planner

Financial Planner

Financial Planner