Managing Private Client Advisor
Managing Private Client Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Key Responsibilities:
- Client Relationship Management: Act as the senior relationship manager for a portfolio of high net worth clients delivering tailored insurance and risk management strategies that protect complex and unique personal assets.
- Strategic Program Oversight: Design implement and evolve sophisticated insurance programs that align with the distinct needs of affluent individuals and families.
- Leadership & Team Development: Provide vision guidance and day-to-day leadership. Foster a culture of excellence collaboration and continuous professional growth.
- Cross-Functional Collaboration: Partner with internal stakeholders including department managers and senior leadership to ensure alignment and a seamless client experience.
- Continuous Improvement: Monitor industry developments market shifts and best practices to enhance service offerings boost retention and maintain our competitive edge.
Qualifications:
- Bachelors degree in Business Finance Risk Management or related field
- Proven leadership experience
- Strong knowledge of insurance products markets and high net worth risk management
- Demonstrated ability to inspire and lead teams while driving results
- Exceptional communication negotiation and interpersonal skills
- A strategic mindset with the ability to build lasting client relationships and navigate complex service needs
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
