Junior Private Equity Client Service Executive

Junior Private Equity Client Service Executive

The Role

• As part of the International FINEX Mergers & Acquisitions and Private Equity team you will be responsible for working with the broader team in 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 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. Provide support in the stewardship of portfolio companies to Private Equity clients. Maintain active relationships with key internal WTW stakeholders. 
• Strategy and planning: support in setting and delivering the strategy of the WTW Private Equity proposition (internally). 
• Execution and internal stewardship: focus on building WTW’s Private Equity 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 – works 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: prepare regular / periodic updates, reports and analysis to assist PE, M&A, Finex, LoB and CRB leadership.

The Requirements 

• Professional experience gained from within the Insurance industry
• ACII or working toward 
• Experience or interest in advising on mergers and acquisitions, insurance, investment banking and private equity clients
• Interest in business development, in particular in developing strong client relationships and identifying, converting and managing opportunities across lines of business and jurisdictions
• Good project management skills 
• Good problem solving and analytical skills
• Good communication and negotiation skills
• 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.