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Permanent

Private Clients and Estates Account Handler

City
money-bag 30000.00-30000.00 Annual
3135171422
Posted Today

Private Client and Estates Insurance AdvisorLocation: Edinburgh (Hybrid: 3 days in-office) Salary: Up to 40,000 + Benefits Are you an insurance professional looking to step away from high-volume lines and into the sophisticated world of High-Net-Worth (HNW) and Estates advisory? We are working with a prestigious, well-established specialist brokerage in Edinburgh to appoint a Private Client and Estates Advisor. This is a consultative, "family office" style position focusing on the intricate needs of landed estates and private wealth clients. It is the ideal move for someone who wants to focus on technical precision and high-touch relationship management rather than transactional processing. The Role In this position, you will be the primary point of contact for a portfolio of high-value clients. Your focus is the stewardship of complex assets - ranging from heritage properties and fine art collections to intricate liability exposures. Key Responsibilities:Provide bespoke risk management advice, moving beyond the standard transactional renewal process.Oversee a sophisticated book of business, ensuring comprehensive, multi-layered coverage for private estates.Build long-term, high-touch relationships with estate managers, trustees, and private individuals.Navigate complex policy wordings and collaborate directly with underwriters to secure bespoke terms.Work within a meritocratic environment that values individual contribution and high-level service standards.What We''re ..... full job details .....

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