Senior Client Relationship Executive

A leading international wealth management group is looking for a Client Relationship Executive/Senior to join their Corporate Solutions department, to manage a portfolio of Life & Disability clients.

Key responsibilities: 

• Arranging regular calls with allocated brokers and clients to ensure satisfaction with renewals, quotes, general administration, and claim payments.
• Agreeing, negotiating, and administering client service level agreements and due diligence questionnaires.
• Reviewing and signing off client documentation.
• Cultivating solid relationships with clients and brokers.
• Ensuring client-specific documentation is kept up to date.

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 IT skills.