M&A PE Specialist

M&A 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 provide directional management including 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

What you’ll bring

• 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

What we offer 

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
 

Equal Opportunity Employer 

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@wtwco.com