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 doingManaging and developing a portfolio of HNW and UHNW private clientsHandling high value homes, multiple properties, listed buildings and estatesPlacing fine art, jewellery, watches, classic cars and specialist collectionsWorking closely with insurers who understand bespoke underwritingConducting client reviews and identifying coverage gapsBuilding relationships with solicitors, accountants and other introducersDelivering a discreet, highly personal service ..... full job details .....