At a Glance
- Tasks: Support an Executive in managing high-value Private Client portfolios and assist with client interactions.
- Company: Leading insurance brokerage focused on High Net Worth clients.
- Benefits: Gain valuable experience in a dynamic industry with potential for career growth.
- Other info: Opportunity to work closely with experienced professionals in a supportive environment.
- Why this job: Develop your skills in a prestigious role while working with sophisticated clients.
- Qualifications: Strong communication skills and a desire to learn about the insurance sector.
The predicted salary is between 40000 - 50000 £ per year.
Pavilion Recruitment is supporting a leading insurance brokerage to recruit an HNW Account Handler to work in a 1-2-1 support role alongside an experienced Executive managing a high-value Private Clients portfolio. This is a fantastic opportunity for someone looking to develop within the High Net Worth and Private Office insurance space, supporting complex client needs and working with larger, more sophisticated portfolios.
The Role
- You will provide dedicated support to an Account Executive responsible for a circa £700,000 income book, assisting with client service delivery across a high-quality HNW portfolio.
- The role involves close client interaction, technical support, and involvement in renewals and meetings.
Key Responsibilities
- Provide 1-2-1 support to an Account Executive managing a £700,000 income book
- Assist with approximately 30 monthly renewals across the team (circa 10 personally handled)
- Support larger High Net Worth and Private Office (Family Office) clients
- Prepare reports, presentations, and renewal documentation
- Gather insurer terms and assist with placement discussions
- Respond to client queries on behalf of the Executive
- Attend client meetings and provide follow-up support
Private Client Account Handler - Executive Support in Hampshire employer: Pavilion Recruitment Solutions
Pavilion Recruitment is an exceptional employer, offering a dynamic work environment where employees can thrive in the High Net Worth and Private Office insurance sector. With a strong focus on professional development, our team enjoys tailored growth opportunities, a collaborative culture, and the chance to work closely with experienced executives on sophisticated client portfolios. Located in a vibrant area, we provide a supportive atmosphere that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding careers.
Contact Details:
Pavilion Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Account Handler - Executive Support in Hampshire
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those who work with High Net Worth clients. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they support high-value portfolios. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since you'll be interacting closely with clients, being able to articulate your thoughts clearly is key. Consider mock interviews or role-playing scenarios to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Private Client Account Handler role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Private Client Account Handler - Executive Support in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Account Handler role. Highlight any relevant experience you have in handling high-net-worth clients and supporting executives. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working in the High Net Worth insurance space. Share specific examples of how you've successfully supported complex client needs in the past.
Showcase Your Communication Skills:Since this role involves close client interaction, it's crucial to demonstrate your communication skills. In your application, mention any experiences where you've effectively communicated with clients or stakeholders, especially in high-pressure situations.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Know Your Stuff
Make sure you understand the ins and outs of High Net Worth (HNW) insurance. Brush up on key terms, common client needs, and the specifics of managing a high-value portfolio. This will show your potential employer that you're not just interested in the role, but that you’re genuinely knowledgeable about the industry.
✨Showcase Your Support Skills
Since this role involves providing 1-2-1 support to an Account Executive, be ready to discuss your experience in similar roles. Prepare examples of how you've successfully supported others in high-pressure situations, managed multiple tasks, or handled complex client queries. This will demonstrate your ability to thrive in a supportive capacity.
✨Prepare for Client Interaction
Client interaction is key in this role, so think about how you would handle various client scenarios. Be prepared to discuss how you would respond to client queries or manage follow-ups after meetings. Practising these responses can help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
