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