Head of Private Client Services – Luxury HNWI Insurance

Hoteljobs; Cape Town; Hybride; ZAR 350 000 - 550 000; Plein temps

Résumé du poste

Aon South Africa is looking for a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from the Cape Town office. You will be the primary contact for high net worth clients, tasked with managing and growing a portfolio in line with MOS and company growth strategies.

Responsibilities include understanding client needs, building relationships, servicing policies, providing expert advice on cover, and driving revenue while maintaining profitability.

Qualifications

• Experience handling a portfolio of high net worth clients.
• Experience in short-term insurance preferred.
• Hybrid role requiring flexibility to work virtually and from Cape Town office.

Responsabilités

• Determine and understand the needs of high net worth individuals in respect of short-term insurance.
• Build and maintain relationships with existing client base and new clients.
• Administer and grow a portfolio of high net worth clients in line with MOS and company growth strategies.
• Provide professional advice on cover needs, policy conditions and exclusions where necessary.
• Upsell Homeowners cover and grow revenue while ensuring profitability.

Connaissances

Client relationship management

Short-term insurance knowledge

Portfolio administration

Communication skills

Description du poste

Aon South Africa is looking for a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from the Cape Town office. You will be the primary contact for high net worth clients, tasked with managing and growing a portfolio in line with MOS and company growth strategies.

Responsibilities include understanding client needs, building relationships, servicing policies, providing expert advice on cover, and driving revenue while maintaining profitability.