Account Executive, Client Services

1 month ago


England, United Kingdom Green Barks Search Full time

Are you a dynamic and highly motivated High Net Worth (HNW) / Private Client - Account Executive? Green Barks Search proudly represents a distinguished family-owned brokerage with a footprint spanning 14 offices across England, Scotland, and Northern Ireland and we're seeking a talented individual to fill a brand-new position as an Account Executive.
As the Private Lines Account Executive, your primary mission is to nurture and expand their esteemed HNW portfolio. This role involves engaging with high-value clients, converting new business enquiries, and providing exemplary service for a range of assets including household, motor, art, yachts, and other HNW areas. You'll also harness leads within our Group to maximise opportunities for growth.

Uphold exceptional standards of customer service and compliance with regulatory requirements.

Demonstrated expertise in Private Clients and HNW products within a broking capacity.
Superb customer service skills coupled with a proactive approach to problem-solving.
Our client will prioritise your professional growth and well-being, ensuring a fulfilling career journey.

Competitive salary with an annual pay review and bonus scheme.
Bonus: Performance Bonus + a 5% Christmas Bonus
Annual Leave: 27 days + Bank Holidays plus the ability to buy or sell 3 days
Pension Scheme: Auto enrolled into our Defined Contribution scheme initially at employee 5% and employer 3%, then upon successful completion of probationary period employee minimum rate of 4% and employer max rate of 9%
Death In Service: Flexible Benefits: Employees have the ability to participate in cycle to work scheme, gym memberships and host of other options
Private Medical Insurance: Upon successful completion of probationary period the employee will be given the opportunity to join
Employee Assistance Programme: All employees have access to a confidential counselling helpline
Employee Share Scheme: The scheme is open to all employees who have passed their probationary period. It is a tax efficient method for employees to save in order to subscribe for shares in TL Dallas so they can share in the long-term future success of the Group.



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