Job Description
We are currently recruiting for a HNW/UHNW/Private Client Account Executive to join our clients’ growing Private Client division in Hampshire.
This is a fantastic opportunity to work with a high-value portfolio of High Net worth (HNW) & Ultra High Net Worth (UHNW) clients, including individuals, families, and family offices with complex insurance needs. You'll be handling premium values ranging from £5,000 to £200,000, with a focus on exceptional client service, discretion, and tailored coverage.
Some of the benefits include
* Bonus Schemes
* Pension Scheme
* Financial Education
* Discounted Shopping
* Private Medical Insurance
* Healthcare Cash Plans
* Income Protection
* Life Assurance
* Employee Assistance Programme (EAP)
* Virtual GP Services
* Health Risk Assessments & Stress Audits
* Gym Membership Discounts
* Generous Annual Leave
* Flexible Working - Hybrid work model - 2 days a week in the office
* Training and Development
* Employee Discounts on Insurance Products
What We’re Looking For:
* Minimum 5 years of High Net Worth Insurance broking experience, gained in the UK broker sector- essential
* Experience handling UHNW, HNW, Private Client and Family Office risks- essential
* Strong technical knowledge across personal lines (household, motor, fine art, valuables, etc.)
* Excellent client-facing and relationship management skills
* Highly organised, detail-oriented, and discreet
* Cert CII or working towards - preferred
* Experience of Acturis