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Private Client Account Jobs (NOW HIRING)

gpac

Private Client Account Executive

Valley Stream, NY · Hybrid

... Account Executive to join a highly successful, fast-growing boutique insurance brokerage specializing in private client risk management that has doubled in size over the last five years. This role ...

HUB

Private Client Account Executive

Blue Bell, PA · Hybrid

We are looking for a Private Client Account Executive to join our Personal Lines team on a Hybrid work schedule. This role is responsible for managing a book of insurance business mainly focused on ...

AON

Private Client- Account Executive

Houston, TX · Hybrid

Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for ...

Aon

Private Client- Account Executive

Houston, TX · Hybrid

Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for ...

Aon Corporation

Private Client- Account Executive

TX · Remote

Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for ...

Aon Corporation

Private Client-Account Executive III

PA · Remote

Aon is looking for a Private Client Account Executive. As part of an industry leading team, the Private Client Account Executive is responisble for the day-to-day account management and broking of ...

HUB

Private Client Account Manager

San Antonio, TX · On-site

Prepares annual review reports and conducts client meetings to review the insurance program and ... Develops new business from existing accounts and assigned leads, and contributes to meeting ...

Salem Five Bank

Private Client Sales Executive

Woburn, MA · On-site

$81K - $111K/yr

Partner closely with Private Client Account Executive on ongoing policy servicing, ensuring a seamless client experience. * Collaborate with private banking partners, the mortgage department, wealth ...

SFB

Private Client Sales Executive

Woburn, MA · On-site

$81K - $111K/yr

Partner closely with Private Client Account Executive on ongoing policy servicing, ensuring a seamless client experience. * Collaborate with private banking partners, the mortgage department, wealth ...

Aon Corporation

Private Client Account Executive III

FL · Remote

Aon is looking for a Private Client Account Executive III. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs ...

EPIC Brokers

Private Client Associate

Pasadena, TX · On-site

$30.77 - $35.90/hr

Support Private Client Account Managers and Producers to meet the needs of our Private Client customers by assisting with new business opportunities and existing clientele. * Collaborate and work ...

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How much do private client account jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for private client account in the United States is $56.25, according to ZipRecruiter salary data. Most workers in this role earn between $28.85 and $70.19 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Client Account Manager, and why are they important?

To thrive as a Private Client Account Manager, you need a solid understanding of financial products, wealth management principles, and a relevant degree or certification such as CFP or CFA. Experience with CRM software, portfolio management platforms, and compliance systems is typically required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and long-term relationships with high-net-worth clients. These skills are crucial for delivering personalized service, managing complex client needs, and ensuring regulatory compliance in a competitive financial environment.

What are some common challenges faced by Private Client Account professionals, and how can they be addressed?

Private Client Account professionals often encounter challenges such as managing complex client portfolios, staying up-to-date on regulatory changes, and maintaining strong client relationships. Balancing personalized service with efficient account management can be demanding, especially when clients have diverse financial goals and expectations. To address these challenges, professionals should prioritize continuous learning, leverage technology for portfolio tracking, and communicate proactively with clients to build trust and transparency.

What are Private Client Accounts?

Private Client Accounts are specialized financial accounts managed by financial institutions or wealth management firms for high-net-worth individuals (HNWIs). These accounts typically offer personalized investment strategies, dedicated client service, and access to exclusive financial products or services. The goal is to help clients grow, manage, and protect their wealth through tailored solutions, such as investment management, estate planning, and tax optimization. Private client account managers work closely with clients to understand their financial goals and provide ongoing advice and support.

What is the difference between Private Client Account vs Private Client Advisor?

AspectPrivate Client AccountPrivate Client Advisor
CredentialsTypically requires financial certifications like CFP or CFARequires similar certifications, often with additional licensing
Work EnvironmentFinancial institutions, banks, or wealth management firmsFinancial advisory firms, banks, or independent practices
Employer & Industry UsageUsed by banks and wealth management companies to denote client accountsRefers to professionals providing personalized financial advice to high-net-worth clients

In summary, a Private Client Account refers to the specific account held by high-net-worth clients within financial institutions, while a Private Client Advisor is the professional who manages and provides personalized financial advice for these clients. Both roles require similar credentials and are integral to wealth management services.

More about Private Client Account jobs
What job categories do people searching Private Client Account jobs look for? The top searched job categories for Private Client Account jobs are:
Private Client Account jobs near you
Private Client Account Executive

Private Client Account Executive

Personal Risk Management Solutions

New York, NY

$90K - $110K/yr

Full-time

Posted 24 days ago

Job description

Position: Private Client Account Executive

Department: Personal Risk Management

Employment Status: Full-Time, Remote Optional

Office Location: 22 Vanderbilt New York, NY

About Us:

Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team. This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.

Job Summary:

This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups. As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process. This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment.

Key Responsibilities and Duties:

  • Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs.
  • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available.
  • Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete.
  • Determine strategic placement of new clients through analysis of current insurance program.
  • Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome.
  • Drive renewal process by analysis of client's insurance program and marketplace opportunities.

Basic Responsibilities:

  • Respond promptly to incoming calls, and e-mails
  • Comply with company policies, practices and procedures
  • Attend meetings and prepare follow-up as needed
  • Set goals, prioritize and execute duties of the position
  • Manage documents, files and electronic information in an organized, efficient and secure manner
  • Perform quality and quantity duties as expected for position
  • Complete company required training courses as assigned

Qualifications:

  • Bachelor's degree (B.A.) from four year college or university; or
  • Three years minimum related experience and/or training.
  • Property & Casualty license
  • Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select.
  • * A "people person" with superior client service orientation and attention to detail.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Strong organizational skills with the ability to manage multiple tasks and priorities.
  • Adaptability to a changing environment
  • Excellent written and verbal communication skills.
  • Professional demeanor with a customer-focused attitude.
  • Ability to work independently in a fast-paced environment, as well as part of a team.
New York pay range
$90,000—$110,000 USD