Private Client Account Executive

You already know this is not a volume HNW role.

This is for someone who understands Private Client properly. The nuance. The discretion. The expectation that advice is tailored, not templated.

If you are an experienced Private Client Account Executive who values long term relationships over transactional wins, this is worth a closer look.

This confidential brokerage has built a strong reputation across Dorset and the surrounding counties for handling high value homes, estates, collections and complex risk profiles with care and technical accuracy. Their clients are loyal. Many have been with the firm for years. Introductions are common. Retention is high.

They are not chasing vanity growth. They are strengthening an already credible proposition.

You will inherit an established portfolio of High Net Worth and Ultra High Net Worth clients, while also being supported to develop new relationships through introducers and professional connections.

You will be trusted to operate like an adviser, not a salesperson.

What you will be doing

• Managing and developing a portfolio of HNW and UHNW private clients
• Handling high value homes, multiple properties, listed buildings and estates
• Placing fine art, jewellery, watches, classic cars and specialist collections
• Working closely with insurers who understand bespoke underwriting
• Conducting client reviews and identifying coverage gaps
• Building relationships with solicitors, accountants and other introducers
• Delivering a discreet, highly personal service at all times
• This is a relationship led role. Your credibility and judgement will matter more than scripted processes.

What they are looking for

• Proven experience in Private Client or High Net Worth insurance
• Strong technical understanding of high value home and specialist covers
• Confidence dealing with affluent and discerning clients
• Ability to build trust with professional introducers
• Commercial awareness without being pushy
• Cert CII or progress towards ACII would be welcomed
• You will likely already be well looked after. This move is not about escaping something bad. It is about stepping into a more mature, considered environment where quality comes first.

What you will get

• Salary up to £60,000 depending on experience
• Established and respected brand in the regional Private Client market
• Genuine autonomy in how you manage relationships
• Support from experienced handlers and technical colleagues
• Long term career stability
• Hybrid flexibility

This will suit someone who sees Private Client as a profession, not a stepping stone.

If you are comfortable advising clients whose expectations are high and whose loyalty is earned, not assumed, this is the sort of role that strengthens your reputation further.

Dorset and surrounding areas. Up to £60,000. Confidential appointment.

If you are interested please email at