Private Client Account Manager Toronto
Confidential • toronto, Canada
Role Description
Explore a unique role as a Private Client Account Manager at a boutique brokerage in the Greater Toronto Area. Service high-net-worth clients and enjoy autonomy without corporate constraints. Recruitment is seeking a dedicated Private Client Account Manager for a close-knit brokerage. In this non-corporate workplace, you will manage prestigious accounts, provide comprehensive claims support, and develop market strategies. You'll have the chance to work closely with ownership, influencing decisions while serving top-tier clientele.
Key Responsibilities
- Manage Private Client accounts from start to finish
- Provide full advocacy and claims support to clients
- Attend meetings and prepare proposals effectively
- Coordinate projects from policy inception to completion
- Re-market policies to specialty and retail markets
Requirements
- Experience in Private Client or High-Net‑Worth insurance
- Solid servi...