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For Companies At a Glance
- Tasks: Manage high-value client portfolios and deliver tailored insurance solutions.
- Company: Join a respected insurance brokerage with a strong reputation in the industry.
- Benefits: Enjoy full support for CII qualifications and career progression in a collaborative team.
- Why this job: This role offers exceptional service opportunities and a chance to build lasting client relationships.
- Qualifications: Experience in Private Client or HNW roles, with strong customer service skills required.
- Other info: Full-time position with a focus on professional development and teamwork.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We’re working with a respected insurance brokerage seeking a Private Client Account Handler to join their High Net Worth team, supporting the business\’s high performing Executives. This role offers the chance to manage your own portfolio of high-value clients while supporting your career development with full CII qualification support.
Responsibilities
- Manage renewals, MTAs, and new business for HNW clients
- Provide tailored cover across homes, motor, fine art, jewellery, and collectibles
- Deliver exceptional service, ensuring high client retention
- Work closely with colleagues across Claims and Commercial
About You
- Experience in Private Client / MNW / HNW
- Strong relationship management and customer service skills
- Knowledge of FCA compliance
- Progressing towards CII qualification (or keen to start)
What’s on Offer
- Support with qualifications and career progression.
- Collaborative, professional team environment.
Apply now to take the next step in your Private Client career.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Business Development
Industries
- Insurance
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HNW/ Private Client Account Handler employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW/ Private Client Account Handler
✨Tip Number 1
Network with professionals in the insurance industry, especially those who work with high net worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the high net worth insurance market. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your customer service skills and any experience you have with high-value assets to show you're a great fit for the role.
✨Tip Number 4
Research the company’s values and culture to tailor your approach. Understanding their focus on exceptional service and collaboration will help you align your responses during any discussions with them.
We think you need these skills to ace HNW/ Private Client Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Private Client or High Net Worth insurance. Emphasise your relationship management skills and any previous roles that demonstrate your customer service expertise.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your background aligns with managing renewals, MTAs, and new business for HNW clients, and express your enthusiasm for delivering exceptional service.
Showcase Your Qualifications: If you are progressing towards your CII qualification or keen to start, mention this in your application. Highlight any relevant courses or certifications you have completed that relate to the insurance industry.
Demonstrate Knowledge of FCA Compliance: Include any experience or knowledge you have regarding FCA compliance in your application. This will show that you understand the regulatory environment in which the company operates and can contribute effectively from day one.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Showcase Your Relationship Management Skills
As a Private Client Account Handler, strong relationship management is key. Be prepared to discuss specific examples of how you've built and maintained client relationships in the past, highlighting your customer service skills.
✨Demonstrate Your Knowledge of HNW Insurance
Familiarise yourself with the specifics of high net worth insurance products, such as coverage for fine art and collectibles. Being able to speak knowledgeably about these areas will impress your interviewers and show your commitment to the role.
✨Prepare for Compliance Questions
Given the importance of FCA compliance in this role, brush up on relevant regulations and be ready to discuss how you ensure compliance in your work. This will demonstrate your understanding of the industry and your ability to navigate its complexities.
✨Express Your Career Development Goals
Since the role offers support for CII qualifications, be sure to articulate your career aspirations and how you plan to achieve them. Showing that you're proactive about your professional development will resonate well with potential employers.
