Private Client Manager

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Full time
Location: York
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Category:
Location:

Hybrid – London / York - 2 days per week in York office Purpose of role: A big name in the HNW space is looking for an experienced Client Manager to join their established team in York. The role is responsible for managing and developing a varied book of HNW business, ensuring growth, retention and excellent customer service. Key responsibilities: Cultivating and strengthening both external and internal relationships Managing diverse and extensive client interactions daily Gaining a deep understanding of our clients, becoming their go-to person for insurance needs, and ensuring we focus on the right customer outcomes Aiming to attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections Going above and beyond in challenging situations, embodying the brand and values in every transaction Monitoring the overall performance of the portfolio and taking corrective action as needed Ensuring the security and privacy of client data at all times Experience: Excellent interpersonal skills, capable of building genuine and effective relationships Proficient in negotiating with clients of all levels and experienced in handling non-standard risks Proven track record in delivering exceptional customer service and client management Outstanding communication skills, able to positively influence others and secure business Strong presentation skills, effective in pitching and influencing decisions Skilled at forming strong relationships directly with high-net-worth clients Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting Will regularly challenge convention, introduce ‘non-standard’ business and able to take decisive action on loss making business Demonstrable drive and energy to move self and business forward Proven market reputation from experience

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