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Managing Private Client Advisor
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Job title:
Managing Private Client Advisor
Job type:
Permanent
Emp type:
Full-time
Industry:
Insurance
Functional Expertise:
Account Executive
Department Manager
Supervisor
Location:
Atlanta, GA
Job published:
06/23/2025
Job ID:
138719
Job Description
Key Responsibilities:
Client Relationship Management:
Act as the senior relationship manager for a portfolio of high net worth clients, delivering tailored insurance and risk management strategies that protect complex and unique personal assets.
Strategic Program Oversight:
Design, implement, and evolve sophisticated insurance programs that align with the distinct needs of affluent individuals and families.
Leadership & Team Development:
Provide vision, guidance, and day-to-day leadership. Foster a culture of excellence, collaboration, and continuous professional growth.
Cross-Functional Collaboration:
Partner with internal stakeholders, including department managers and senior leadership, to ensure alignment and a seamless client experience.
Continuous Improvement:
Monitor industry developments, market shifts, and best practices to enhance service offerings, boost retention, and maintain our competitive edge.
Qualifications:
Bachelor's degree in Business, Finance, Risk Management, or related field
Proven leadership experience
Strong knowledge of insurance products, markets, and high net worth risk management
Demonstrated ability to inspire and lead teams while driving results
Exceptional communication, negotiation, and interpersonal skills
A strategic mindset with the ability to build lasting client relationships and navigate complex service needs
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