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Private Client Account Executive

Job description

An exciting opportunity for a Private Client Account Executive to join the Existing Business team within a well-known London based broker who has exciting plans to further grow their business within the Private Client market. The role will involve the servicing of a book of existing HNW clients, dealing with renewals, MTA's and any new enquiries for your clients. Offering bespoke professional advice and a first class customer service to your clients including client visits when required.

This role would suit either an experienced HNW Account Executive who is passionate about customer service and building trusting relationships with your clients or, an ambitious and driven HNW Account Handler who is looking to take that next step into a client facing role.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.