Private Clients Manager
Core
Lead the unification of Private Clients and Rural departments into a single Regional Private Client proposition for Scotland, managing people, processes, and performance to drive business growth and operational efficiency.
Role type
Manager, Private Client Division
Builds
Regional Private Client proposition for Scotland
Domain
Insurance, Private Client
Required skills
team leadership, business planning, renewal strategy, cost management, recruitment, performance management, risk identification, compliance, mentoring, change management, client service, negotiation, broking, data analysis
Preferred skills
Dip CII certification, ILM Level 3 certification, proficiency in Excel
Technologies
Excel
Responsibilities
Develop and deliver the team's business plan, establish renewal strategies, manage team costs and profitability, direct recruitment and retention, set SMART objectives and conduct performance reviews, ensure regulatory compliance, identify business risks, lead divisional projects, mentor colleagues, coordinate volunteering, review lapses, promote vulnerable client identification, maintain diary management, act as a role model, build internal networks, participate in marketing, adhere to FCA principles and GDPR, align with Bribery Act and anti-money laundering regulations
Seniority
Manager, hands-on leadership