Senior Private Client Advisor

6 days ago

StokeonTrent, Stoke-on-Trent, United Kingdom Ardonagh Advisory Full time
About the Role

We are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Ardonagh Advisory. As a key member of our team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert advice and guidance on insurance products and services.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with our high-net-worth clients, understanding their needs and providing tailored solutions to meet their requirements.
  • Insurance Product Expertise: Provide expert advice and guidance on insurance products and services, ensuring that clients receive the best possible solutions for their needs.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base and increase revenue.
  • Collaboration and Communication: Work closely with other members of the team to ensure seamless communication and collaboration, providing exceptional customer service to our clients.
Requirements
  • Experience: Proven experience in the insurance industry, with a strong track record of building and maintaining relationships with high-net-worth clients.
  • Knowledge and Skills: In-depth knowledge of insurance products and services, with the ability to provide expert advice and guidance to clients.
  • Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: Strong business acumen, with the ability to identify new business opportunities and develop strategies to grow our client base and increase revenue.
What We Offer
  • Competitive Salary and Benefits: A competitive salary and benefits package, including a bonus scheme and opportunities for career development.
  • Collaborative and Supportive Team Environment: A collaborative and supportive team environment, with opportunities to work with experienced professionals and develop your skills and knowledge.
  • Opportunities for Career Development: Opportunities for career development and progression, with a clear path for advancement within the company.

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