Affluent Portfolio Manager - England - beBeePremium

    beBeePremium
    beBeePremium England

    3 days ago

    Job title: Private Client Adviser

    Description

    Private Client Advisory Opportunity

    We are seeking a skilled insurance professional with experience managing private clients to join our team as a Private Client Adviser. This exciting role involves delivering high-quality, personalized services to an affluent UK-based client base.

    The ideal candidate will have strong background in household insurance for mid- to high-net-worth clients and be confident in managing their own portfolio independently. They should possess excellent communication skills and the ability to build strong relationships with clients.

    About This Role

    • This is a relationship-driven position that requires the ability to manage and retain a portfolio of affluent clients predominantly within the £1,000-£25,000 premium range.
    • You will handle renewals, endorsements, and day-to-day client servicing while also cross-selling and deepening existing client relationships.

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