A rare opportunity has opened because the previous High Net Worth Account Executive moved into underwriting, leaving behind a secure and fully protected book for someone experienced to take over. You will inherit a portfolio generating £230,000 to £250,000 in income, with individual portfolios reaching premiums up to £25,000 and a small number of connected mid net worth cases in the £2,000 to £3,000 range linked to larger commercial clients. You will typically handle 25 to 30 policies a month and take complete ownership of the book from day one.
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
This role gives you the freedom to work like an adult. The expectation is three days in the office each week, but this is genuinely flexible. If clients want to see you on a Monday or Friday, you go. If your week naturally becomes two office days because you are visiting estates or meeting introducers, that is absolutely fine. The priority is being out with clients, building relationships, spending time in their homes and reviewing their portfolios in person, not sitting behind a desk being monitored.
You will be supported by a long tenured and experienced team who share workloads across the region, allowing you to focus on advising clients rather than being weighed down by admin. The growth target is a realistic 10 percent each year and the environment is built for someone who enjoys proper private client work, relationship building and acting as a trusted adviser. xkybehq
If you are already operating in the high net worth space and want a role where you can develop a high quality book, meet clients regularly, manage your own diary and work in a grown up, stable environment, this is an opportunity worth exploring.