Private Client New Business Executive Jobs

Account Executive – Private Clients

Acting as a trusted recruitment partner, Lawes Recruitment is working alongside ...

Location

United Kingdom , London

Salary:

55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience within Private Client, Mid-Market, or Emerging Wealth insurance sectors
Strong working knowledge of personal lines products relevant to HNW clients
Track record of managing client portfolios and delivering exceptional service
Experience with insurance systems and back-office platforms
Cert CII qualification or progression towards it is desirable

Job Responsibility

Manage and retain a portfolio of Private Client and HNW accounts, acting as a trusted advisor
Identify new business opportunities within the portfolio and through referrals and market engagement
Oversee renewals and policy adjustments to ensure clients’ coverage stays aligned with their evolving needs
Negotiate with insurers to secure competitive, bespoke terms on behalf of clients
Maintain full FCA compliance and uphold all internal risk and audit procedures
Collaborate closely with internal teams to deliver a seamless client experience
Keep informed on market developments to advise clients effectively and share knowledge internally

Fulltime

Account Executive – Private Clients

Lawes Recruitment is working on behalf of a respected insurance brokerage to app...

Location

United Kingdom , Buckinghamshire

Salary:

33000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
Working knowledge of products such as home, motor, and travel insurance
Familiarity with insurance platforms and client management systems
Understanding of FCA compliance and Consumer Duty principles
Working towards or willing to study for professional qualifications (e.g. Cert CII)
Experience in handling renewals, new business, and general personal lines account servicing

Job Responsibility

Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
Identify and pursue new business opportunities through referrals, networking, and warm leads
Liaise with insurers to negotiate favourable terms and present suitable product options
Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

Fulltime

Private Clients & Commercial Account Executive

Job title: Private Clients & Commercial Account Executive. Salary: £45,000. Loca...

Location

United Kingdom , London

Salary:

40000.00 - 50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous HNW & Commercial experience
Cert CII qualified
Comprehensive knowledge of relevant policies including current market conditions
Ability to use all IT systems made available for the role and to maintain computer records in the prescribed manner
Excellent relationship skills
An understanding of Acturis
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR & Consumer Duty
Working knowledge of the inhouse product range, policy wordings and service standards

Job Responsibility

Successfully convert New business leads from initial client contact to close of sale
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation
To develop strong relationships with new and existing clients
Provision of high level professional advice to clients
To seek and secure new accounts and generate new business revenue
To identify cross selling and referral opportunities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues
Assist in achieving Group/Division client retention targets by providing an excellent level of service
Liaise effectively with the client to agree an appropriate strategy for renewal and/or new business
Obtain quotations or renewal terms and present to client

Fulltime

Private Client Solicitor

A role for a Private Client Solicitor in Salisbury, Wiltshire offering £50,000 -...

Location

United Kingdom , Wiltshire

Salary:

50000.00 - 60000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified solicitor or legal executive
Associate or senior associate level
Experience in a noted team
Proven track record in generating new business

What we offer

Flexible working
Personal career development
Bonus scheme
Generous holiday entitlement
Rewards culture

Fulltime

Executive Assistant & Business Manager

Are you a proactive, detail-oriented professional with a passion for technology ...

Location

United Kingdom , City Of London

Salary:

45000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Professional Services Background: Experience in consulting, investment banking, private equity, or a similar high-performance setting
Exceptional Communication Skills: Ability to engage with senior stakeholders and draught high-quality content
Strong organisational Abilities: Proven track record in managing complex schedules and projects
Business Acumen: Understanding of corporate strategy, business development, and stakeholder management
Discretion & Professionalism: Handle confidential matters with integrity
Proactive & Detail-Oriented: A self-starter who anticipates needs and ensures seamless task execution

Job Responsibility

Managing Institutional Relationships: Strengthen ties with corporate clients, government entities, and industry stakeholders
Ensure regular engagement and follow-up to drive long-term collaboration
Prepare briefing materials and reports for key external meetings
Supporting Corporate Development & New Business: Identify and evaluate new business opportunities and partnerships
Conduct market research and prepare business cases for growth initiatives
Assist the CEO in commercial discussions and negotiations
Managing Stakeholder Relationships: Act as the primary point of contact for the Board, investors, and key stakeholders
Coordinate Board materials, investor updates, and executive reports
Ensure smooth communication between the CEO and stakeholders, aligning on strategic priorities
Managing the CEO's Public Profile: Oversee the CEO's external engagements, including media appearances and industry events

What we offer

Work closely with the CEO in a high-impact, strategic role
Be part of a fast-growing company shaping the future of AI and technology talent
Gain exposure to senior leaders, investors, and corporate clients
Enjoy a dynamic and entrepreneurial work environment

Fulltime

Private Client Solicitor

This growing law firm in Gloucestershire is expanding and it is looking for a Pr...

Location

United Kingdom , Tewkesbury

Salary:

45000.00 - 60000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

STEP qualified preferred or a desire to undertake STEP qualification

Job Responsibility

handling a varied caseload
building trusted, long-term relationships with clients
business development and networking to gain new business

What we offer

Outstanding bonus scheme
Hybrid working

Fulltime

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Swiss market with a focus on the German speaking part of Switzerland
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent German and English (written and spoken)
Excellent relationship building skills
Thrives in a business development environment
Strong IT skills including Excel and Word
Creative and innovative

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

Fulltime

Private Clients Development Underwriter

We’re engaged with a reputable insurance firm who is looking for an experienced ...

Location

United Kingdom , London

Salary:

50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

CII DIP CII or ACII
Extensive prior underwriting experience
Solid knowledge of legal and regulatory requirements
Strong sales mindset with the ability to build relationships and develop close rapport with brokers
Ability to learn and adapt to change
High level of numeracy, analytical, and literacy skills
Exceptional organisational and prioritisation skills
Effective communication abilities

Job Responsibility

Underwrite new business and renewal risks within delegated binding authorities
Engage directly with insurers for technical referrals
Build and maintain strong relationships with key trading partners
Manage MTAs, cancellations, and general referral inquiries
Contribute to the creation and execution of sales campaigns
Serve as a technical reference to support Underwriting Teams, Junior Colleagues, and Account Managers
Assess the impact of claims and risk management on case performance and adjust underwriting accordingly

Fulltime

Private Client New Business Executive

Lawes Consulting Group

Location:
United Kingdom , London

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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Lawes Consulting Group

Location:United Kingdom , London

Category:Insurance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 27, 2025

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Job Posted:
March 27, 2025