Account Executive – Private Clients

Overview

In this role you will manage and grow a portfolio of high-net-worth Private Client business within a progressive brokerage. You’ll work closely with a supportive, collaborative team to deliver tailored risk solutions and build lasting client relationships. The position offers growth opportunities, a hybrid London-based setup, and the chance to shape the Private Clients offering as the division expands. You’ll use your client-led approach and technical knowledge to navigate complex risks and drive impact for discerning clients.

Pay / Benefits

• Salary up to 80,000 DOE + bonus (negotiable)
• Hybrid working with a London base
• Support with clients in Year 1
• A loyal, interesting client book
• Collaborative, forward-thinking team
• Clear scope to grow your portfolio and shape your career

Responsibilities

• Build and maintain long-term relationships with HNW/private clients
• Manage and grow a high-value client book
• Provide tailored risk solutions and technical guidance
• Collaborate with a forward-thinking, supportive team
• Leverage the loyal client base and Year 1 support to expand portfolios
• Contribute to the growth strategy of the Private Clients division
• Represent the firm professionally to clients and stakeholders

Key requirements

• Experience with HNW or Private Clients, or from a niche line with strong client-facing skills
• Relationship-led professional with solid technical knowledge and emotional intelligence
• Proven ability to deliver results in a client-centric environment

• emotional intelligence
• relationship management
• collaboration
• private client insurance knowledge
• client-facing advisory skills
• risk assessment and solution design

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