Private Client Manager

Job title:Private Client Manager

Salary:£50,000

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 

If you have the relevant experience or know someone that does please contact us now on or email us at