M&A Private Equity Client Service Broker

Job Description

The Role

• Responsibility as part of the International FINEX Mergers & Acquisitions and Private Equity team for co-ordinating, growing and managing private equity/financial sponsor business and relationships across all WTW’s lines of business, including M&A. Witha 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.
• Will provide directional management including financial and operational responsibility whilst adhering to Group standards.
• Will identify, manage and develop client, insurer and team relationships, and convert prospects working with all lines of business.

Major accountabilities

• Strategy and planning: facilitate collaborative processes, ensuring well-articulated and prioritised set of medium and long-term goals in delivery of the M&A proposition and strategy.
• Execution and placement: focus on building WTW’s M&A 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 andmarkets, delivering bespoke insurance solutions within tight timeframes
• Inclusive and collaborative – works with M&A team members and producers of M&A business locally and across ROW, cognisant of local culture and capabilities working to identify and convert M&A business. Facilitates M&A initiatives, supporting Finex GroupFINEX initiatives and innovation.
• Organisation design and development working with other CofE’s, other WTW offices and other LoBs 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 M&A, Finex, LoB and CRB leadership.
• Client Relationship Management: Understand the clients’ business, structure and their insurance needs. Identify primary budget holders and decision makers within clients, establish and maintain active relationships with these people.
• Insurer relationships: Support and build strong relationships with underwriters/insurers in London and international markets

The Requirements

• Professional experience gained from within the Insurance industry
• ACII or working toward preferred
• Experience or interest in advising on mergers and acquisitions, insurance, investment banking and private equity clients
• Strong project management skills/experience required
• Ability to work effectively under pressure, adapting to changing priorities and timelines in responding to client needs
• Experience or interest in business development, in particular in developing strong client relationships and identifying, converting and managing opportunities across lines of business and jurisdictions
• Good problem solving and analytical skills
• Good 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

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 selvesto 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