Private Clients Account Executive

Harrison Holgate
London
Position Overview

I am working with a well respected insurance brokerage who are seeking a Private Clients Account Executive to manage and grow a portfolio of high-net-worth (HNW) private clients within a retail, direct-to-client environment. This role requires exceptional relationship-building skills, as you will work closely not only with clients themselves but also with key introducers and referral partners. The ideal candidate has a strong background in retail client servicing, with proven success in managing introducer relationships and delivering high-touch, personalised service.

Key Responsibilities
  • Act as the primary point of contact for private clients in a direct retail environment, delivering personalised and responsive service.

  • Build, manage, and nurture strong relationships with clients and introducers, ensuring a positive and trusted experience.

  • Understand client needs and circumstances in depth to provide tailored advice and suitable solutions.

  • Handle all day-to-day client requests, ensuring efficient and accurate resolutions.

  • Manage introducer pipelines and ensure introducers receive excellent support, updates, and communication.

  • Conduct regular portfolio reviews and prepare personalised recommendations.

  • Collaborate with internal teams (underwriting, operations, finance, service providers) to fulfil client and introducer requirements.

  • Support new business activities by providing onboarding support, preparing proposals, and ensuring a seamless client journey.

  • Coordinate and negotiate renewals, ensuring retention of high-value accounts.

  • Maintain meticulous client and introducer records, adhering to regulatory and internal compliance standards.

  • Represent the business professionally when interacting with introducers, partners, and high-profile clients.

Skills & Competencies
  • Proven experience working in a retail (direct-to-client) environment

  • Strong track record of managing and developing introducer relationships.

  • Exceptional relationship-building skills with a client-centric, advisory approach.

  • Excellent written and verbal communication skills.

  • High accuracy, attention to detail, and strong organisational discipline.

  • Ability to work under pressure and manage shifting priorities.

  • Commercial mindset with the ability to spot cross-selling or upselling opportunities.

  • Strong problem-solving and decision-making skills.

  • Confident handling sensitive information with professionalism and discretion.

Posted 2026-05-30

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