14 Jul 2021

Senior Client Relationship Executive

Ref 33851

A leading international wealth management group is looking for a Senior Client Relationship Executive to join their Client Management team, to manage a portfolio of Life & Disability and Retirement & Savings clients.

Key responsibilities: 

  • Look after the top tier broker relationships as allocated.
  • Achieve a client retention rate of 85% plus on all clients. 
  • Review and sign off client documentation in a timely and accurate manner.
  • Monitor premiums due over 45 days to ensure prompt payment of invoices and refer as appropriate.

Applicants must have a minimum of 3 – 5 years’ relevant experience, hold a relevant business, financial services, or Insurance Institute qualification, and have excellent communication and problem-solving skills. 

 

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