High Net Worth Account Executive Job at Lawes Consulting Group (Surrey/London)

New Business Account Executive – Commercial

We are seeking a dynamic and driven New Business Account Executive to join our c...

Location

United Kingdom , London

Salary:

45000.00 - 50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Excellent communication and negotiation skills
Strong analytical and organisational abilities
Collaborative team player
Good analytical skills and the capacity to assess clients’ insurance needs and recommend suitable products
Strong organisational skills with the ability to manage multiple clients and priorities effectively
Strong sales and negotiation abilities
Excellent verbal and written communication skills
Ability to work collaboratively as a key member of a client team
Proven experience in insurance sales or a related field, with a background in customer service or client management
70% motor trade and motor fleet experience and 30% commercial combined

Job Responsibility

Develop and maintain new and renewal business, driving revenue through organic and external sources
Regular travel to various dealerships & clients would be expected
Identify commercial opportunities within our existing High Net Worth client base
Collaborate with various departments and dealerships to increase referrals for commercial insurance
Work closely with the Commercial Manager to ensure timely and accurate servicing, review, and sign off of policies, endorsements, audits, and certificates
Implement effective prospecting and lead generation strategies
Cultivate strong client relationships to ensure high levels of satisfaction
Ensure compliance with insurance laws and company policies in all sales activities
Cross-sell high net worth products to commercial clients, such as Motor & Household insurance

Fulltime

Private Clients Account Handler

An experienced insurance professional is needed to join a respected brokerage as...

Location

United Kingdom , Buckinghamshire

Salary:

40000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A minimum of two years’ experience as an Account Handler within an insurance brokerage
Experience handling Personal Lines / High Net Worth (HNW) insurance products
Strong knowledge of insurance markets with existing insurer relationships
Risk-aware when handling customer information
Excellent communication and negotiation skills
Strong customer service focus with the ability to build and maintain client relationships
High level of accuracy and attention to detail
Ability to take initiative and support team members proactively
Computer literacy, with experience using Acturis preferred

Job Responsibility

Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performance
Maintain regular contact with clients to ensure their insurance needs are met and service levels are upheld
Collaborate with Account Executives and Handlers to ensure a seamless customer experience
Maintain professional, clear, and complete client records, ensuring continuity when absent
Participate in client meetings, renewals, appraisals, and service meetings
Ensure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principles
Engage in ongoing professional development to enhance skills and industry knowledge

Fulltime

Accounting Manager

Our client is seeking an experienced Accounting Manager to join their Phoenix-ba...

Location

United States , Phoenix

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Previous experience as an Accounting Manager or in a senior-level accounting role
Experience working in environments supporting high net worth or ultra-high net worth individuals, families, or closely held entities
Strong technical accounting foundation and comfort owning core accounting responsibilities
Experience in financial services, family office, professional services, or similarly structured environments preferred
Strong attention to detail, organizational skills, and ability to manage competing priorities

Job Responsibility

Oversee day-to-day accounting operations, ensuring accuracy, timeliness, and adherence to established policies and procedures
Manage and execute month-end and year-end close processes
Supervise, review, and support the work of accounting staff
Support accounting activities related to high net worth and ultra-high net worth client structures, including entities, trusts, and complex financial arrangements
Maintain and strengthen internal accounting controls and documentation
Partner with internal leadership to support reporting, operational needs, and workflow improvements
Identify recurring issues, recommend solutions, and proactively improve accounting processes
Ensure continuity and consistency of accounting operations during a planned leadership transition

What we offer

Strong emphasis on work-life balance compared to traditional public accounting environments
Meaningful accounting work supporting sophisticated client structures without excessive client volume
Stable, collaborative team environment
Clear role definition, expectations, and leadership scope

Fulltime

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

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

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

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

New

Securities Advisory & Trading Specialist

Our Wealth Markets Group is dedicated to providing bespoke, institutional-grade ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Good track record of progressive execution and advisory experience within financial services, with a significant portion dedicated to private client wealth management and demonstrable leadership in Fixed Income
Proven track record of actively delivering and executing across equity, fixed income, and credit products, including specific expertise with equity derivatives and light exotic products (e.g., listed derivatives, delta one, OTC accumulators, barrier options)
Demonstrable experience in client origination and relationship management for high-net-worth private clients and family offices
Bachelor's/University degree required
Master's degree preferred
RDR Level 4 minimum required
Expert commercial awareness and a proactive mindset, with the ability to identify client needs and match them to service delivery capabilities
Deep understanding of financial market developments and their application to private wealth strategies, with advanced knowledge of Fixed Income market mechanics and valuation
Excellent interpersonal and communication skills essential for effective engagement with internal staff and external clients
Strong IT skills essential, with an ability to assist in the development and improvement of trading platforms

Job Responsibility

Serve as the leading Fixed Income specialist for the desk, driving advanced advisory and trading solutions, and setting strategic direction within this asset class
Achieve significant P&L and revenue targets from Fixed Income mandates, employing sophisticated trading, hedging, and client-focused strategies
Provide authoritative market commentary, in-depth research, and actionable trade ideas that influence both internal desk positioning and client investment decisions in Fixed Income
Directly manage and aggressively grow a dedicated client base of 20-30 long-term accounts consisting of high-net-worth private clients and family offices, ensuring comprehensive advisory and execution across Fixed Income, Equities, Derivatives, and Credit products
Deliver expert advice and execute effectively on Equities (cash, listed derivatives, OTC exotic products) and Credit products, demonstrating a strong understanding of their market dynamics and client applications
Drive both internal and external sales initiatives, leveraging deep product knowledge to cross-sell and up-sell across all asset classes within the firm and to our client base
Actively market, originate, and close complex investment proposals and new account pitches as a core member of the integrated client team
Deliver expert ideas and investment strategy recommendations for private clients, integrating insights from Citi Research and CPB research functions across all covered products
Maintain a rigorous risk management approach with clients on their exposures, ensuring alignment with client risk tolerances and firm-wide standards across all asset classes
Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

Fulltime

New

Tax Senior Or Tax Manager – Family Office

Location

United States , Rockville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in high-net-worth individual tax required
Strong exposure to estate and trust tax
Some understanding of partnership tax
Ability to move comfortably between detailed compliance work and higher-level planning support
Strong writing skills, including drafting memos and professional communications
Highly organized, proactive, and responsive with strong follow-through
A collaborative mindset and willingness to step in where needed
Public accounting, family office, or private client tax experience is highly valued

Job Responsibility

Partner closely with senior leadership on a wide range of tax matters
Support high-net-worth individual tax compliance, analysis, and planning
Assist with estate and trust tax matters
Contribute to partnership tax work
Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives
Prepare tax calculations and projections
Assist with tax analysis and planning projects
Draft clear, professional tax memos, correspondence, and emails
Track action items and manage follow-ups to ensure timely execution
Potentially assist with private equity tax compliance matters

What we offer

Competitive compensation and benefits
Free online training
Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Ability to enroll in company 401(k) plan for hired contract/temporary professionals

New

Senior Executive Assistant

Are you an experienced professional in business administration looking for a uni...

Location

Canada , North York

Salary:

115000.00 - 125000.00 USD / Year

Randstad

Expiration Date

June 28, 2026

Requirements

Advanced proficiency in Microsoft Excel and accounting software such as Quickbooks or Quicken
Exceptional organizational skills with the ability to create foolproof systems and internal checklists
Strategic mindset with the initiative to question processes, review invoices critically, and suggest system improvements
Strong basic accounting and bookkeeping capabilities
Excellent interpersonal skills
sociable, conversational, and comfortable interacting with high-net-worth individuals and family members
High-level multitasking abilities tailored for a multifaceted business administration environment
A trustworthy and proactive nature, allowing executives to hand off tasks with complete peace of mind
7 to 10 years of proven experience as an Executive Assistant, Personal Assistant, or Office Manager
Previous experience supporting High-Net-Worth (HNW) individuals or working within a Family Office is highly preferred

Job Responsibility

Provide comprehensive business administration support to senior executives, preparing correspondence and managing confidential information
Co-ordinate executives' schedules, appointments, reservations, and complex travel arrangements including private aviation and ground transport
Collect, track, assemble, and submit executives' corporate expenses
Manage new hires and coordinate onboarding information with HR
Organize and multi-task various personal requests, managing personal travel and family affairs on behalf of the executives
Manage and process personal invoices for multiple properties, including utilities, property taxes, maintenance, and repairs
Reconcile credit card payments using accounting software and manage all banking, wire transfers, and international currencies
Assist in the yearly collection of personal tax filing information, creating medical, vehicle, and donation schedules
Oversee daily office upkeep, ensuring adequate office, kitchen, and bathroom supplies are stocked
Manage maintenance contracts, coordinating with cleaners, security services, landscaping, and part-time staff

What we offer

Highly competitive base salary
Annual discretionary bonus of 10% of the base salary
3 weeks of standard vacation time
Additional paid time off during the winter school holiday break (mid-December to early January) that does not count against vacation time
Comprehensive benefits package with a negotiable three-month probationary period
A relaxed, slower-paced, and welcoming office environment in North York
Occasional flexibility to work from home on summer Fridays when executives are away

Fulltime

Family Office Services Staff Accountant/Bookkeeper

We are currently seeking a Staff Accountant / Bookkeeper to join our Family Offi...

Location

United States , Woodbury

Salary:

80000.00 USD / Year

Reid Accountants + Advisors

Expiration Date

Until further notice

Requirements

Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred)
Minimum 5 years of bookkeeping experience (required)
experience in family office or high-net-worth client services is a plus
Proficient in QuickBooks Desktop (required)
Comfortable working with Microsoft Excel, Word, and Outlook
Strong attention to detail with excellent time management and multi-tasking abilities
Ability to handle multiple clients and entities with accuracy and professionalism
Strong interpersonal and communication skills, with an emphasis on discretion and confidentiality
Must be able to reliably commute or relocate prior to start

Job Responsibility

Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance
Accurately record financial transactions in QuickBooks Desktop, including deposits, payments, check logs, and intercompany transfers
Process accounts payable and support accounts receivable and billing activities
Maintain clean, organized, and up-to-date financial records for multiple entities and family groups
Assist with the preparation of monthly, quarterly, and annual reports for clients
Support the creation of financial projections, budgets, and ad hoc reports
Collaborate with senior accountants and family office managers to ensure the smooth execution of client engagements
Work closely with tax professionals by gathering and organizing financial documents and year-end data
Maintain confidentiality and demonstrate a high level of professionalism in all communications
Special projects as needed

What we offer

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Fulltime

High Net Worth Account Executive

Lawes Consulting Group

Location:
United Kingdom , Surrey/London

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
October 20, 2025

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