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

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 UAE 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, 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

Hybrid working
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations

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

Controller

We are looking for an experienced Controller to join a dynamic wealth management...

Location

United States , Mount Kisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance is required
A minimum of 5 years of experience in accounting or auditing, preferably within public accounting
Familiarity with wealth management, family office operations, or high-net-worth client services is highly desirable
Strong understanding of regulatory filings and compliance standards, including Form filings
Proficiency in accounting software such as QuickBooks and advanced knowledge of Excel
Exceptional attention to detail and strong communication skills
Demonstrated ability to work collaboratively and adapt to a fast-paced environment
Proactive mindset with a commitment to contributing to organizational growth and success

Job Responsibility

Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger management, and bank reconciliations
Prepare accurate monthly, quarterly, and annual financial statements for executive review
Develop and manage budgets and cash flow projections to ensure financial stability
Coordinate tax documentation and filings while ensuring compliance with applicable regulations
Strengthen internal controls and optimize accounting procedures to enhance operational efficiency
Maintain compliance with regulatory requirements, including tracking updates and implementing best practices
Collaborate with the team to provide financial planning, tax coordination, and accounting services to high-net-worth clients
Contribute to system improvements and process enhancements to support the firm’s growth
Assist leadership with ad hoc financial analysis and special projects as needed
Provide strategic guidance on regulatory risks and compliance practice

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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

Tax Manager - Public

The job function involves handling tax-related tasks for high net worth individu...

Location

United States , Larkspur

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a similar role within a CPA firm or other related industry
Proficient in using Accounting Software Systems for financial management and reporting
Familiarity with CCH Access or ProSystem Fx or similar tax software is required
Ability to perform Accounting Functions accurately and efficiently
Experience in preparing Annual Income Tax Provision
Knowledge of Compliance regulations and standards in the finance industry
Expertise in Entity Formation and its related legal and financial implications
Must have a valid CPA license or equivalent professional qualification
Excellent communication and interpersonal skills to liaise with clients and colleagues
Analytical and problem-solving skills to handle complex tax issues

Job Responsibility

Conduct thorough research on tax-related matters
Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth
Recognize and execute opportunities to minimize effective tax rates
Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks
Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks
Ensure compliance with all relevant laws and regulations
Advise on Entity Formation based on tax considerations
Utilize CCH ProSystem Fx for tax processes and procedures

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Equity Specialist

The Equity Specialist is a strategic professional recognized as a technical auth...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
proven sales and trading experience in financial services and structured products, including equity derivatives and light exotic products
exposure to High Net Worth Private Bank clients and Family Offices would be beneficial
good interpersonal and communication skills essential
ability to develop strong working relationships across functional and geographical lines
strong IT skills essential
ability to work to tight deadlines
regulated role with applicable/mandatory licenses and/or qualifications
language proficiencies in Cantonese, English and Mandarin.

Job Responsibility

Cover direct client activity in cash equity, listed derivatives and light OTC exotic equity products
deliver execution strategy recommendations to active Private Bank trading clients and internal Marketing teams
actively market and develop a dedicated client base of between 20-30 long-term accounts
identify client needs and objectives within overall investment objectives and match to service delivery capabilities
develop and update market intelligence to introduce single stock ideas
maintain rigorous risk management approach with clients on their exposures
increase sales across the product set from cash equities and listed derivatives to OTC derivatives
communicate, deliver, and close on client investment proposals and new account pitches
ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
increase connectivity and engagement between Markets and Wealth clients and 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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