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HNW Client Relationship Manager

2 months ago

Norwich, Norfolk, United Kingdom Capio Recruitment Insurance Full time

Job Summary:

Capio Recruitment Insurance is seeking a highly skilled HNW Client Advisor to join their team. As a key member of the team, you will be responsible for delivering exceptional customer service and building strong relationships with high net worth clients.

Key Responsibilities:

  • Liaise with existing clients to understand their needs and provide tailored solutions.
  • Drive business development through proactive outreach and relationship-building.
  • Provide high-quality client services and support administration.
  • Develop and maintain in-depth knowledge of insurance products and services.

Requirements:

  • Excellent IT skills with the ability to learn bespoke systems.
  • Strong knowledge of insurance products and services, particularly in the HNW sector.
  • Exceptional communication and interpersonal skills.

About Capio Recruitment Insurance:

Capio Recruitment Insurance is a leading recruitment agency specializing in insurance and financial services. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.