Senior Private Equity Client Service Executive
Company
Location
London, England, United Kingdom
Posted At
4/2/2025
Advertise with us by contacting: [email protected]
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Description
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 prospect and clients.
- Reporting: Lead the preparation of regular / periodic updates, reports and analysis to assist PE, M&A, Finex, LoB and CRB leadership.
Advertise with us by contacting: [email protected]
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