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Job title:Private Client Manager
Salary:£50,000
Location:Hybrid - London / York - 2 days per week in York office
Purpose of role:
A big name in the HNW space is looking for an experienced Client Manager to join their established team in York. The role is responsible for managing and developing a varied book of HNW business, ensuring growth, retention and excellent customer service.
Key responsibilities:
- Cultivating and strengthening both external and internal relationships
- Managing diverse and extensive client interactions daily
- Gaining a deep understanding of our clients, becoming their go-to person for insurance needs, and ensuring we focus on the right customer outcomes
- Aiming to attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections
- Going above and beyond in challenging situations, embodying the brand and values in every transaction
- Monitoring the overall performance of the portfolio and taking corrective action as needed
- Ensuring the security and privacy of client data at all times
Experience:
- Excellent interpersonal skills, capable of building genuine and effective relationships
- Proficient in negotiating with clients of all levels and experienced in handling non-standard risks
- Proven track record in delivering exceptional customer service and client management
- Outstanding communication skills, able to positively influence others and secure business
- Strong presentation skills, effective in pitching and influencing decisions
- Skilled at forming strong relationships directly with high-net-worth clients
- Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting
- Will regularly challenge convention, introduce 'non-standard' business and able to take decisive action on loss making business
- Demonstrable drive and energy to move self and business forward
- Proven market reputation from experience
If you have the relevant experience or know someone that does please contact us now on or email us at
