Private Clients Account Executive

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.

• 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.

• 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.