Private Client Manager for High-Net Worth

Elevate your career as a Private Client Manager focusing on high-net worth clients. This hybrid role emphasizes personalized service and strategic portfolio management to meet unique client needs.

In this Senior role, you will manage personal insurance for high-net worth individuals. With over 10 years of experience in P&C or VIP insurance, you will provide tailored solutions and enhance client portfolios. Building relationships with wealth partners will be key to achieving growth targets based on superior customer service.

Key Responsibilities:
• Manage and optimize personal insurance portfolios for clients
• Conduct pre-renewal calls to customize client solutions
• Respond promptly to client communications via calls and emails
• Build relationships with wealth partners and influencers
• Achieve new business through referrals and cross-selling

Requirements:
• Active RIBO license is mandatory
• 10+ years i...

Ready to Apply?

Submit your application today and join our talented team at National Financial Partners.

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