Private Client Manager

3 weeks ago


York, York City, United Kingdom Lawes Consulting Group Full time
Private Client Manager

Lawes Consulting Group is seeking an experienced Private Client Manager to join our established team in York. The role is responsible for managing and developing a varied book of high-net-worth business, ensuring growth, retention, and excellent customer service.

Key Responsibilities:
  • Cultivating and Strengthening Relationships: Build and maintain strong relationships with high-net-worth clients, understanding their unique needs and preferences.
  • Client Interactions: Manage diverse and extensive client interactions daily, ensuring exceptional customer service and satisfaction.
  • Client Understanding: Gain a deep understanding of our clients, becoming their go-to person for insurance needs and ensuring we focus on the right customer outcomes.
  • Business Development: Attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections.
  • Challenging Situations: Go above and beyond in challenging situations, embodying the brand and values in every transaction.
  • Portfolio Performance: Monitor the overall performance of the portfolio and take corrective action as needed.
  • Client Data Security: Ensure the security and privacy of client data at all times.
Requirements:
  • Interpersonal Skills: Excellent interpersonal skills, capable of building genuine and effective relationships.
  • Negotiation Skills: Proficient in negotiating with clients of all levels and experienced in handling non-standard risks.
  • Customer Service: Proven track record in delivering exceptional customer service and client management.
  • Communication Skills: Outstanding communication skills, able to positively influence others and secure business.
  • Presentation Skills: Strong presentation skills, effective in pitching and influencing decisions.
  • Relationship Building: Skilled at forming strong relationships directly with high-net-worth clients.
  • Decision Making: Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting.
  • Business Acumen: Will regularly challenge convention, introduce 'non-standard' business and able to take decisive action on loss making business.
  • Drive and Energy: Demonstrable drive and energy to move self and business forward.


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