CrawlJobs Logo

Account Manager – HNW/UHNW

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

Location Icon

Location:
United Kingdom , Warwickshire

Category Icon
Category:
Insurance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

35000.00 - 42000.00 GBP / Year
Save Job
Save Icon
Apply Position

Job Description:

Our client seeks to hire an experienced Account Manager to join their specialist High Net Worth team. This team is known for its dynamic, supportive, and experienced members who prioritise delivering excellent client service. As a High Net Worth Account Manager your role will involve managing a portfolio of high net worth and ultra-high net worth clients and providing them with tailored insurance solutions and top-notch service.

Job Responsibility:

  • Effectively manage a substantial portfolio of HNW/UHNW clients, ensuring their insurance needs are met with efficiency
  • Manage and develop strong connections with HNW/UHNW clients, understanding their distinct insurance requirements and offering personalised solutions
  • Conduct meticulous risk assessments and analyses to determine the most suitable cover for clients
  • Engage in negotiations with insurance underwriters to secure the right terms for the clients
  • Prepare and present comprehensive insurance proposals to clients, elucidating coverage options and pricing structures
  • Execute policy adjustments, endorsements, and renewals accurately and promptly

Requirements:

  • Proven experience as an Account Handler/Manager/Broker within the High Net Worth/Private Clients insurance sector
  • Extensive familiarity with HNW insurance products and offerings
  • Exceptional communication and interpersonal abilities, adept at building rapport with both clients and colleagues
  • Demonstrated history of delivering outstanding customer service and surpassing client needs
  • Capacity to operate autonomously and efficiently manage a substantial client portfolio
  • Keen attention to detail coupled with strong organisational skills
What we offer:

Bonus

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Lawes Consulting Group - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Account Manager – HNW/UHNW

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market
  • Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base
  • Previous experience in controlling and monitoring of risk within a client book
  • Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
  • Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
Job Responsibility
Job Responsibility
  • Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite
  • Act as the primary point of contact for clients, providing exceptional service and financial advice
  • Conduct regular reviews of clients' investment and financial portfolios
  • Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
  • Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
  • Identify and onboard new clients through networking, referrals, and strategic partnerships
  • Develop and execute tailored strategies to attract and retain wealthy clients in the region
  • Attend client events, wealth management forums, and other high-profile gatherings in the UAE
  • Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
  • Keep clients informed on market trends, economic updates, and investment opportunities
What we offer
What we offer
  • modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • hybrid working
  • Fulltime
Read More
Arrow Right
New

Senior Wealth Analyst

Break into UHNW Wealth Management — Senior Wealth Analyst. Jennifer Fukumae at R...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ~3+ years in wealth management, preferably with HNW/UHNW clients
  • CFP (or close to completion)
  • Strong communication skills and client-facing mindset
  • Detail-oriented with solid analytical and organizational abilities
  • Comfortable working independently and as part of a team
  • Experience with tools like eMoney, Holistiplan, or Salesforce is a plus
  • Proficient in Excel
Job Responsibility
Job Responsibility
  • Support Wealth Advisors in delivering a high-touch client experience
  • Gather and organize client data to build financial plans and investment proposals
  • Prepare analyses across cash flow, investments, tax, estate, and risk planning
  • Update plans in financial planning software and incorporate advisor/client feedback
  • Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
  • Manage tasks and client records in CRM (e.g., Salesforce)
  • Coordinate with internal teams to keep deliverables on track
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right
New

Female Security Officer

We are looking for a highly skilled SIA Licensed Security Officer to provide a s...
Location
Location
United Kingdom , Loughton
Salary
Salary:
16.47 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent communication skills and a strong customer focus
  • A valid SIA Front-Line License - essential
  • A valid UK Driving License - desirable
  • A valid First-Aid qualification - essential
  • Confidence and ability to establish and maintain good and effective working relationships at all levels
  • Ability to work to deadlines, multitasking and working under pressure
  • Excellent IT Skills including Microsoft Software Packages (e.g. Excel)
  • Able to achieve vetting to BS7858 Standards and SC clearance standards
Job Responsibility
Job Responsibility
  • Validation and verification of Safe and Secure Security networks
  • Front of House and Loading Bay duties
  • Ensuring a duty of care to all on site staff
  • Security oversight on the delivery of contract work
  • Observations and near miss reporting including reporting of any incidents
  • Escorting and supervision when prohibited items are brought on or taken off the floor
  • Safe and Secure checks (taking over from Security Audit) and receipting
  • Reporting any breaches of security
  • Control of the site cameras and booking system incuding conducting CCTV investigations when required or instructed
  • Maintain all security related documentationfor audit purposes
What we offer
What we offer
  • Company sick pay scheme
  • Paid SIA license renewals
  • Enhanced Family Leave Pay
  • Cycle to Work Scheme
  • High staff discounts & rewards scheme
  • Access to Digital GP
  • Excellent pension scheme
  • Death in Service - £5000
  • Recruitment bonus scheme
  • New business lead scheme
  • Fulltime
Read More
Arrow Right
New

Sublease Associate Optometrist

LensCrafters is a place for visionaries. We've got a vision for pairing state-of...
Location
Location
United States , Mesa
Salary
Salary:
Not provided
opsm.com.au Logo
OPSM
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • OD license to practice in your area
  • Ability to perform comprehensive eye exams in an efficient and timely manner
  • Doctor of Optometry
Job Responsibility
Job Responsibility
  • Provide high quality optometric care
  • Perform comprehensive eye exams in an efficient and timely manner
  • See patients in an office operated by a private independent doctor next to an optical dispensary operated by Luxottica
What we offer
What we offer
  • Flexible schedule
  • Well-equipped exam lane(s)
  • Everything you need to provide excellent patient care
  • Health care
  • Retirement savings
  • Paid time off/vacation
  • Various employee discounts
  • Fulltime
Read More
Arrow Right
New

Litigation Attorney

Robert Half Legal is partnering with an established midsize full-service law fir...
Location
Location
United States , Phoenix
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • J.D. from an accredited law school
  • Active Arizona bar admission, or ability to practice in Arizona
  • Litigation experience preferred, though the firm is open to attorneys with varying levels of experience
  • Strong legal research, writing, and analytical skills
  • Ability to manage multiple deadlines and competing priorities
  • Excellent interpersonal and communication skills
Job Responsibility
Job Responsibility
  • Manage litigation matters through all phases of the case lifecycle
  • Draft pleadings, motions, discovery, and other legal documents
  • Conduct legal research and develop case strategy
  • Handle discovery, including written discovery, document review, and depositions
  • Prepare for and participate in hearings, mediations, arbitrations, and trials
  • Communicate effectively with clients, opposing counsel, and internal stakeholders
  • Collaborate with attorneys and support staff across practice areas as needed
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligibility to enroll in our company 401(k) plan
Read More
Arrow Right
New

Front End Engineer

The Senior Associate Software Development Engineer is a developing subject matte...
Location
Location
India , New Delhi
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Developing understanding of cloud architecture and services in multiple public clouds like AWS, GCP, Microsoft Azure, and Microsoft Office 365
  • Subject matter expert in programming languages such as C/C++, C#, Java, JavaScript, Python, Node.js, libraries and frameworks
  • Developing expertise of data structures, algorithms, and software design with strong analytical and debugging skills
  • Developing knowledge of micro services-based software architecture and experience with API product development
  • Developing expertise in SQL and no-SQL data stores including Elasticsearch, MongoDB, Cassandra
  • Developing understanding of container run time (Kubernetes, Docker, LXC/LXD)
  • Developing proficiency with agile, lean practices and believes in test-driven development
  • Possess a can-do attitude and one that takes initiative
  • Excellent ability to work well in a diverse team with different backgrounds and experience levels
  • Excellent ability to thrive in a dynamic, fast-paced environment
Job Responsibility
Job Responsibility
  • Receives instructions to design and develop solutions and functionality that drives the growth of business
  • Contributes to writing and testing code
  • Supports the execution of automated testing
  • Receives instructions from various stakeholders to participate in software deployment
  • Supports the delivery of software components while working in collaboration with the product team
  • Supports the integration and building of solutions through automation and coding, using 3rd party software
  • Receives instructions to craft, build, and debug large scale distributed systems
  • Supports writing, updating and maintaining the technical program, end-user documentation, and operational procedures
  • Assists with refactoring code
  • Contributes to the reviewing of code written by other developers
  • Fulltime
Read More
Arrow Right
New

Lead Planning Analyst

Primary Size, Grading & Location Planning Responsibilities: Grading • Own and de...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
June 13, 2026
Flip Icon
Requirements
Requirements
  • 6 to 8 years of experience in Retail Supply Chain - planning and allocation, merchandising planning, inventory management and forecasting
  • Critical thinking, Problem Solving & Decision-making
  • Business planning and financial analysis, Allocation, Planning, Buying, Merchandising, Inventory Control and Supply Chain knowledge
  • Proficiency in Blue Yonder INFORM/JDA/EFAs or other planning and allocation operating system
  • Proficiency in intermediate excel.
Job Responsibility
Job Responsibility
  • Own and develop/maintain grading guidelines/strategies
  • Create and maintain store grading at the class level
  • Monitor and review the grading process to ensure compliance with established guidelines
  • Review high volume/low space stores
  • Determine how to best optimize high volume/low space stores
  • Communicate individual store grade adjustments
  • Own size strategy
  • Review and analyze size curves for each store before they are finalized and published
  • Develop and maintain detailed size profiles for different classes and item types
  • Conduct analysis to find size-related opportunities based on brand, region, or demographics
What we offer
What we offer
  • Medical insurance coverage
  • Accident insurance
  • Life and Gratuity insurance
  • Employee assistance program
  • Creche/day care support
  • Adoption assistance program
  • Paid leaves
  • Maternity leave
  • Paternity leave
  • Bereavement leave
  • Fulltime
Read More
Arrow Right
New

Project Manager

Develop detailed project baseline and progress schedules in accordance with proj...
Location
Location
Punda
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
June 15, 2026
Flip Icon
Requirements
Requirements
  • Develop detailed project baseline and progress schedules in accordance with project delivery process and scheduling requirements
  • Work with Project Managers and Project Engineers to identify schedule issues early and assist in resolutions
  • Develop and maintain the engineering resource plan
  • Work closely with Project Managers to prepare detailed baseline programme/schedules based on the Work Breakdown Structure and provide weekly/fortnightly/monthly progress reporting
  • Prepare Work Breakdown Structure with detailed task mapping and interdependencies
  • Implement Earned Value Management measurement and analysis practices for projects as required
  • Provide documentation and mentoring to the Project Management team to support Earned Value Management implementation
  • Communicate project schedule data as required
  • Work closely with Project Managers to ensure agreed schedules are being met
  • Identify potential risks and delays in project schedules and develop contingency plans to mitigate these risks
Job Responsibility
Job Responsibility
  • Develop detailed project baseline and progress schedules in accordance with project delivery process and scheduling requirements
  • Work with Project Managers and Project Engineers to identify schedule issues early and assist in resolutions
  • Develop and maintain the engineering resource plan
  • Work closely with Project Managers to prepare detailed baseline programme/schedules based on the Work Breakdown Structure and provide weekly/fortnightly/monthly progress reporting
  • Prepare Work Breakdown Structure with detailed task mapping and interdependencies
  • Implement Earned Value Management measurement and analysis practices for projects as required
  • Provide documentation and mentoring to the Project Management team to support Earned Value Management implementation
  • Communicate project schedule data as required
  • Work closely with Project Managers to ensure agreed schedules are being met
  • Identify potential risks and delays in project schedules and develop contingency plans to mitigate these risks
Read More
Arrow Right