Senior Private Equity Client Service Executive

Senior Private Equity Client Service Executive

The Role

• As part of the International FINEX Mergers & Acquisitions and Private Equity team, you will be responsible for co-ordinating, growing and managing private equity/financial sponsor business and relationships across all WTW’s lines of business, including M&A.
• There will be a focus on ensuring quality client service and conversion of new business opportunities, servicing portfolio company’s requirements, ensuring connectivity and access to WTW’s specialisms and relevant expertise in any required geography globally.
• You will have financial and operational responsibility whilst adhering to Group standards.
• You will identify, manage and develop client and internal WTW relationships, and convert prospects working with all lines of business.

Major accountabilities

• Client Relationship Management: Understand the clients’ business, structure and their insurance needs, from both the Private Equity firm and the portfolio company level. Provide oversight and stewardship of portfolio companies to Private Equity clients – optimising insurance solutions and contributing to value creation for the firm. Maintain active relationships with key internal WTW stakeholders and clients.
• Strategy and planning: play an active role in setting and delivering the strategy of the WTW Private Equity proposition (internally and externally).
• Execution and client service: focus on building WTW’s PE capability ensuring execution and advice is of the highest standard. Deliver optimisation of revenue from new and existing clients through the use of the full range of appropriate placement channels and markets, delivering bespoke insurance solutions within tight timeframes.
• Inclusive and collaborative: work with PE/M&A team members and producers of M&A business globally, cognisant of local culture and capabilities working to identify and convert M&A business. Facilitate new initiatives, supporting FINEX initiatives and innovation.
• Organisation design and development: working with other WTW offices and other lines of business to convert business and co-ordinate activities, including innovation and cross-selling initiatives to better service prospects and clients.
• Reporting: Lead the preparation of regular/periodic updates, reports and analysis to assist PE, M&A, Finex, LoB and CRB leadership.

The Requirements

• Strong professional experience gained from within the Insurance industry
• Experience in managing client relationships and business development. In particular, identifying, converting and managing opportunities across lines of business and jurisdictions
• ACII or working toward
• Experience in advising on mergers and acquisitions, insurance, investment banking and private equity clients
• Strong project management skills
• Strong problem solving and analytical skills
• Strong communication and negotiation skills
• High levels of business and financial acumen with an understanding of company strategy
• Educated to a Degree level preferred but not essential

Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.