Private Client Advice, Account Manager

Description

:Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed our client's expectations.

If this was enough to peak your curiosity and you want to learn more about us, check out our web page:

In your role as a Senior Account Manager, Private Client Advice you will deliver a legendary High Net Worth client experience by:

Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies. 

Identif...