Job Title: HNW Account Executive

Location: Stockport, England (Hybrid Working)

Salary: Up to £50,000 per annum + Benefits

About Us:

Our client specialises in providing bespoke insurance solutions tailored to the unique needs of high-net-worth individuals. They pride themselves on delivering exceptional service and building lasting relationships with their discerning clientele. As they continue to grow, they are looking for a dynamic and experienced High Net-Worth Account Executive to join their team in Stockport.

Role Overview:

As a High Net-Worth Account Executive, you will play a critical role in managing and expanding a portfolio of high-value clients. Your focus will be on understanding the intricate needs of high-net-worth individuals and offering them tailored insurance solutions. You will act as a trusted advisor, providing exceptional service and maintaining the highest levels of client satisfaction.

Key Responsibilities:

·      Develop and nurture strong, long-term relationships with high-net-worth clients, ensuring their needs are understood and met.

·      Advise clients on customized insurance products, including home, motor, and valuable collections, ensuring comprehensive coverage.

·      Oversee the entire client lifecycle, from onboarding and policy administration to renewal and claims management.

·      Identify and pursue opportunities to grow your portfolio through referrals, networking, and deepening existing client relationships.

·      Conduct thorough risk assessments and work closely with underwriters to secure the best terms for clients.

·      Stay informed of market trends, competitor offerings, and regulatory changes to provide clients with the best possible advice.

About You:

·      Proven track record of at least 3 years in a similar role within the high-net-worth insurance sector.

·      Exceptional interpersonal skills with the ability to build rapport and trust with high-net-worth clients.

·      Strong sales and negotiation skills with a focus on delivering value and building long-term relationships.

·      In-depth knowledge of high-net-worth insurance products and the unique needs of this client segment.

·      Discreet, professional, and able to handle confidential information with the utmost integrity.

·      Comfortable working in a fast-paced environment with the ability to manage multiple priorities effectively.

What We Offer:

Competitive Salary: Up to £50,000 per annum, depending on experience.

Hybrid Working: Enjoy a flexible working arrangement with the option to work both from our Stockport office and remotely.

Career Progression: Opportunities for professional growth and advancement within a supportive and innovative company.

Inclusive Culture: Join a diverse and welcoming team where your contributions are valued and rewarded.

#INDSJ