Private Clients Account Manager | High‑Net‑Worth

2117GB00 A-Plan Holdings (Unlimited)

Amersham

On-site

GBP 30,000 - 42,000

Full time

2 days ago
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Job summary

Howden is seeking an Account Handler to join our Private Clients team in a structured, office-based role. You will build trusted relationships with an existing client book and work alongside a wider team to meet service and renewal objectives.

Ideal candidates will have 2+ years of experience serving Private or High-Net-Worth clients, and be Cert CII qualified or actively pursuing it. You will support cross-sales and contribute to a collaborative, client-focused culture within Howden.

Qualifications

  • 2+ years’ experience in Private or High-Net-Worth client service.
  • Cert CII qualified or working towards.
  • Proven ability to build lasting client relationships through trust and empathy.
  • Strong written and verbal communication.
  • Willingness to learn and adapt to daily challenges.

Responsibilities

  • Cultivate relationships with current clients and ensure outstanding service.
  • Attend client meetings, take notes, liaise with insurers and handle renewals.
  • Maintain collection specifications and client records.
  • Identify opportunities for existing clients, including cross-sell into commercial policies.
  • Deliver on cross-sales targets and support team success.
  • Aim to expand product knowledge and pursue Cert CII.

Skills

Communication
Cert CII
Relationship building
Cross-team collaboration
Tenacity & curiosity
Learning mindset
Consultative skills

Education

Cert CII or in progress

Job description

Howden is seeking an Account Handler to join our Private Clients team in a structured, office-based role. You will build trusted relationships with an existing client book and work alongside a wider team to meet service and renewal objectives.

Ideal candidates will have 2+ years of experience serving Private or High-Net-Worth clients, and be Cert CII qualified or actively pursuing it. You will support cross-sales and contribute to a collaborative, client-focused culture within Howden.

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