Job Description

If you’re looking for a role where you can combine relationship management with the challenge of building your own portfolio, this Private Client Executive position could be the perfect fit. You’ll be working with mid to high-net-worth individuals, delivering a service that feels personal and professional, and making sure every client gets the attention they deserve. This isn’t about processing renewals. It’s about understanding clients, anticipating their needs, and creating solutions that genuinely work for them.

You’ll take responsibility for your own clients, managing everything from service and broking coordination to strategic planning and client visits. You’ll also be expected to drive new business, creating an active pipeline and building relationships that lead to long-term success. Alongside this, you’ll work closely with other areas of the business, including claims, risk management, and credit, to make sure clients receive a seamless experience.


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