Private Client Executive
To properly service your HNW clients, you need the freedom to be with your clients as and when they need it. Not being stuck behind your desk.
You also need brilliant support behind you, giving you the confidence that the technical work in handled properly.
This independent brokerage has steadily developed their presence across Scotland and are known as a leading provider of private clients and commercial lines business.
In this newly created role, you'll play a critical part in the firm's business plan to grow their private client division.
Working either home based of from the office network, you will operate in a client facing role developing client business across the HNW market.
You'll be managing some of the existing portfolio whilst developing your own client base from pipeline targets, professional practice referrals and from connected corporate clients.
With support coming from one of the top technical minds in the country, you will have the ability to purely focus on client advice and new business work.
The firm already have great market access, in-house claims support and local administration.
This will be ideally suited if you are a Private Client Executive looking to benefit from the agility of a small business in a role offering you the freedom to manage your diary as you wish.