HNW Client Relationship Manager

4 days ago


Norwich, Norfolk, United Kingdom Capio Recruitment Insurance Full time
HNW Client Advisor Role

We are seeking a skilled HNW Client Advisor to join our client's highly successful team at Capio Recruitment Insurance. As a key member of the team, you will play a pivotal role in delivering exceptional customer service and building long-lasting 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 relationship-building and networking
  • Provide high-quality client services and support administration

Requirements:

  • Excellent IT skills with the ability to learn bespoke systems
  • A knowledge of insurance products and services, particularly in the HNW sector
  • Concise and clear communication skills, both written and verbal

About the Company:

Our client is a reputable independent insurance broker with a strong reputation for delivering exceptional customer service. They pride themselves on their tailored approach to client needs and their commitment to building long-lasting relationships.



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