UHNW Senior Private Client Manager

UHNW Senior Private Client Manager

Apply locations: London, United Kingdom Time type: Full time Posted on: Posted Yesterday Job requisition id: R24_

Built on meritocracy, our company culture rewards self-starters and those committed to doing what is best for our customers.

Role: UHNW Senior Private Client Manager

Location: London (Hybrid - 3 days in office)

Salary: Negotiable

We have been looking after our clients' insurance needs for over 35 years, focusing on High Net Worth and Ultra High Net Worth clients, ensuring their assets-whether historic townhouses, art collections, or estates-are well covered.

Our team is growing, and to maintain our high service standards, we're seeking a Private Client Manager to manage an existing portfolio of HNW/UHNW clients.

The role involves managing a mix of existing clients, primarily focusing on Property, covering all related lines while collaborating with the team to ensure efficiency and quality of service.

Key responsibilities:

1. Proactively managing client requirements, including renewals, quotations, and adjustments
2. Maintaining accurate client data on Acturis
3. Negotiating with underwriters and ensuring correct documentation
4. Collaborating with colleagues to provide high service levels to all clients
5. Conducting due diligence on potential clients
6. Assisting with credit control when needed
7. Building relationships with internal and external stakeholders
8. Supporting directors with complex cases
9. Achieving new business and retention targets

Benefits:

• Negotiable salary + standard benefits (25 days holiday, pension, DIS, etc.)
• Support for professional development, including funding for qualifications
• Access to the annual share scheme

Candidate profile:

• Strong knowledge of Private Client Insurance, including Fine Art, Heritage Properties, Farms, Estates, and related Motor and Liability policies
• Proven experience with UHNW clients
• Excellent communication, negotiation, administrative, and IT skills; familiarity with MS Office
• Experience with insurance platforms like Acturis is advantageous but not essential
• Good telephone manner and adaptability
• Full driving license preferred for client visits

Role synonyms include: Private Client Insurance Broker, HNW Insurance Broker, Private Client Account Executive, among others.

We are an Equal Opportunity Employer committed to diversity and inclusion.

Founded in 1939, Brown & Brown has grown into one of the world's largest insurance brokerages, emphasizing trust, resilience, and results. We value teamwork, integrity, and a shared mission to serve our clients' best interests.