Senior Private Client Manager (Hamilton)

Enhance your career as a Senior Private Client Manager focusing on high-net worth clients. This role emphasizes personalized service along with strategic portfolio management in a hybrid work environment. You will lead the personal insurance management for assigned high-net worth clients, ensuring you meet their unique needs through tailored solutions.

A background of over 10 years in P&C; or VIP personal insurance is required, along with strong customer service and communication skills. Develop relationships with other professionals to expand your client portfolio and achieve growth targets. Your expertise in high-net worth personal insurance will help define successful financial strategies for clients.

Key Responsibilities

• Manage and optimize clients’ personal insurance portfolios
• Conduct pre-renewal calls to align with client needs
• Respond promptly to client communication via calls and emails
• Build relationships with wealt...

Ready to Apply?

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