Having built up a phenomenal reputation in the Financial Services industry, our client, a boutique mortgage brokerage, seeks to capitalize on its success by opening a new HNW Insurance Division.
This business already trades from a number of locations across London, as well as in Europe and the Middle East, and is recognised as a market leader in providing bespoke mortgage broking solutions to a discerning clientele. Its services include Mortgages for residential properties in the UK and abroad, to both locally domiciled and expat Ultra High Net Worth clients, Commercial Lending, and Bridging Loans, amongst others.
Its client portfolio spans the globe and includes well-known names and dignitaries, including famous names from the worlds of business, sport and entertainment. A significant portion of these clients are recognised as Ultra HNW, with £10M+ in properties and investments across the globe.
As the brain child of the CEO, the new HNW Division has board level backing and commitment, so is destined to replicate the Group’s successes elsewhere. We seek applications from experienced entrepreneurial HNW Insurance Brokers who share the CEO’s drive and vision, to join the team in a senior capacity and play a leading part in establishing the shape and direction of the new division.
Whilst a lot of the initial leg work has already been completed by members of the Board, you will join the business pre-launch of the insurance brokerage, and be granted a great deal of autonomy in how you build the division.
You will assume control of the day to day management of the business, including taking ownership of both the Insurance Division’s budget and delivery of its sales target. You will help recruit additional members to the team and lead them to achieve expected results, including allocating workloads, performance management and ensuring all work complies with FCA regulations.
You will also be tasked with engaging a range of stakeholders, such as developing profitable relationships with an established network of professional introducers, and ensuring the best possible terms are in place with insurer partners. You must also seek to drive additional revenue by working closely with colleagues from other areas of the business to ensure that all cross-selling opportunities are exploited.
It is essential that you have a sound understanding of the nuances of Private Client insurance, including the full suite of HNW Products. You must also have a demonstrable track record of success within managerial positions.
As you would expect when dealing with Ultra/ HNW individuals, you must be well-presented, articulate and have exceptional communication skills, both written and verbal. Given the nature of the industry, you must be mindful of people from all cultures, discreet, able to inspire confidence and able to secure the ‘buy in’ of exceptionally wealthy individuals, from nouveau riche sports starts to ‘old money’ such as foreign royalty.
To find out more, or to apply in confidence, please contact Richard Jones at Aston Charles for an initial, no obligation discussion. Alternatively, to take advantage of Aston Charles’ key introducer programme and make a confidential recommendation, please do contact Richard in the strictest of confidence.
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