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

New

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

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

Managing Director - Capital Formation

Birgo’s long-term growth depends on consistent, scalable access to accredited in...

Location

United States , Pittsburgh

Salary:

Not provided

Birgo Realty

Expiration Date

Until further notice

Requirements

10+ years of capital raising, investor relations, or private placement experience
Demonstrated success raising $75M–$100M+ annually from accredited investors
Existing network of high-net-worth individuals and sophisticated investors
Experience operating with full revenue accountability
Deep understanding of Reg D offerings and accredited investor requirements
Strong working knowledge of private real estate investments or alternative assets
Familiarity with capital markets compliance and investor communications
Elite relationship-building and trust development
Clear, persuasive investment storytelling
Strong financial and deal-level acumen

Job Responsibility

Build, maintain, and expand our capital raising engine
Architect, implement, and ensure consistent execution of the entire process
Raise $75M+ per year from accredited investors via Reg D structures
Independently source capital through personal network, referrals, events, and targeted outreach
Manage lead follow-ups and conversion
Drive expansion of account size, providing current investors opportunity to invest more
Maintain a robust and forward-looking investor pipeline sufficient to support annual targets
Own conversion from initial relationship through closed capital and reinvestment
Hit quarterly and annual capital raising goals with minimal oversight
Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated accredited investors

What we offer

Medical, Vision, and Dental health insurance with company contribution
401(k) retirement plan with employer match
Flexible Paid Time Off Program
Healthy Lifestyle Reimbursement program
Company Profit Sharing Program
Team outings and volunteer events
Professional development reimbursement program
Eligible for Work From Home in coordination with the executive’s schedule
Discounted Airbnb rates at Birgo Properties

Fulltime

New

Vice President Resource Development

UWGLV’s VP Resource Development is responsible for providing the strategic and d...

Location

United States , Allentown

Salary:

120000.00 - 150000.00 USD / Year

United Way

Expiration Date

Until further notice

Requirements

7+ years of experience in leading fundraising or business development in an organization with annual revenue of at least $20M
5-plus years' experience directly supervising staff in a sales or fundraising function
Demonstrated success securing high value deals, 5 and 6 figures
Experience with major gifts, revenue development, grants, fundraising, sales, retention and upsell strategies ideally in a human services not-for-profit setting
Proficiency in Salesforce / CRM and experience in sales pipeline management / move management

Job Responsibility

Develop and execute the strategies that deliver the resource development overall revenue goals, and other specific objectives and vision set by the CPO & Executive Team
Provide people leadership for the Resource Development team with approximately 15 staff members
Conduct direct solicitation from a portfolio of high-net-worth individual donors
Manage high stakes relationships with individual donors and corporate accounts
Serves as the executive leader of the Tocqueville Cabinet
Develop, and manage the execution of the full donor lifecycle from prospect identification through solicitation and stewardship
Act as a philanthropic advisor on giving vehicles for the team and donors
Support organization wide operational strategy as a member of the Executive Team

What we offer

Subsidized medical, dental and vision insurance
fully paid life and ltd insurance
401k retirement plan with employer contributions
generous paid leave policy
annual bonuses

Fulltime

New Business Account Handler

As a New Business Account Handler, you will be responsible for prospecting, gene...

Location

United Kingdom , Kent

Salary:

30000.00 - 35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of 2 years’ experience in providing specialist advice in the insurance market
Cert CII
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
Knowledge of motor trade insurance or High Net Worth within motor insurance is desirable
Acturis Knowledge is preferred
Good level of technical insurance skills, to be assessed by regular in-house testing
Accuracy and attention to detail
Ability to process work quickly and efficiently
Excellent client service skills
Good negotiation and broking skills

Job Responsibility

Assist in achieving new business targets through converting incoming warm leads and self-generated lead work
Liaise effectively with the Account Executive to ensure an appropriate strategy for winning new business
Undertake market exercises to establish the most competitive terms available
Ensure premiums are collected prior to the commencement of cover and in line with procedures
Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system
Produce accurate and professional documentation at all times using relevant Howden templates
Actively cross-sell products from other Divisions
Refer all queries that fall outside own experience, knowledge, and authority to senior staff

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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