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Private Client Manager

Lawes Consulting Group
Posted 24 days ago, valid for 19 days
Location

York, North Yorkshire YO60, England

Salary

£48,000 - £57,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Manager role offers a salary of £50,000 and is based in a hybrid setting between London and York, requiring two days a week in the York office.
  • The position involves managing and developing a diverse portfolio of high-net-worth (HNW) clients, focusing on growth, retention, and exceptional customer service.
  • Key responsibilities include cultivating relationships, understanding clients' insurance needs, negotiating terms for luxury assets, and ensuring client data security.
  • Candidates should possess excellent interpersonal and negotiation skills, a proven track record in client management, and the ability to handle complex technical issues.
  • A minimum of five years of relevant experience in client management or a similar field is required for this role.

Job title:Private Client Manager

Salary:£50,000

Location:Hybrid - London / York ­- 2 days per week in York office 

Purpose of role:

A big name in the HNW space is looking for an experienced Client Manager to join their established team in York. The role is responsible for managing and developing a varied book of HNW business, ensuring growth, retention and excellent customer service.

Key responsibilities:

  • Cultivating and strengthening both external and internal relationships
  • Managing diverse and extensive client interactions daily
  • Gaining a deep understanding of our clients, becoming their go-to person for insurance needs, and ensuring we focus on the right customer outcomes
  • Aiming to attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections
  • Going above and beyond in challenging situations, embodying the brand and values in every transaction
  • Monitoring the overall performance of the portfolio and taking corrective action as needed
  • Ensuring the security and privacy of client data at all times

Experience:

  • Excellent interpersonal skills, capable of building genuine and effective relationships
  • Proficient in negotiating with clients of all levels and experienced in handling non-standard risks
  • Proven track record in delivering exceptional customer service and client management
  • Outstanding communication skills, able to positively influence others and secure business
  • Strong presentation skills, effective in pitching and influencing decisions
  • Skilled at forming strong relationships directly with high-net-worth clients
  • Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting
  • Will regularly challenge convention, introduce 'non-standard' business and able to take decisive action on loss making business
  • Demonstrable drive and energy to move self and business forward
  • Proven market reputation from experience 

If you have the relevant experience or know someone that does please contact us now on or email us at

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.