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HNW Account Executive


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Salary £60000 - £80000

Recruiter Managing This Role

The client is a prestigious international Lloyds broker with a rich legacy of providing exceptional insurance services. As part of our continuous growth strategy, we are seeking a dynamic and results-driven HNW (High Net Worth) Account Executive / Development Executive to join our team. This is a unique opportunity to be part of a thriving organisation, working with some of the most distinguished clients in the UHW/HNW space.

The Opportunity

As an HNW Account Executive / Development Executive, you will play a pivotal role in expanding our UK retail HNW book. The ideal candidate will have a proven track record of developing client relationships within the high-net-worth segment. You will work closely with existing clients while actively seeking out new opportunities, leveraging your industry connections and providing unparalleled service to our valued clients.

Key Responsibilities:

  • Client Relationship Development: Build and maintain strong relationships with high-net-worth clients, understanding their unique needs and ensuring the highest level of service.
  • Book Growth: Develop and expand the HNW book of business through strategic prospecting, client referrals, and leveraging existing connections.
  • Market Insight: Keep abreast of industry trends and market developments, sharing insights with clients to help them make informed decisions.
  • Risk Assessment: Assess client risk profiles and recommend suitable insurance solutions.
  • Compliance: Ensure all client interactions adhere to industry regulations and internal compliance standards.

What’s needed for me to be considered?

  • Proven track record of success in developing and managing high-net-worth client relationships.
  • A well-established network in the UHW/HNW space.
  • Strong interpersonal and communication skills.
  • Exceptional client service orientation.

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

Job Synonyms:                  Private Clients Executive, HNW Executive, Client Executive, Account Executive, HNW Account Manager, Private Clients Director


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