Hybrid Private Client Advisor for High Net Worth

Aon Corporation; Cape Town; Hybrid; ZAR 420,000 - 620,000; Full time

Job summary

Aon South Africa is seeking a Private Client Services Consultant to manage a portfolio of high net worth clients with a focus on short-term insurance needs. The role is hybrid, enabling virtual work and time at the Cape Town office.

You will build relationships, service policies, handle renewals and premium queries, and Upsell to grow revenue while ensuring profitability and compliant dealings. FSCA FAIS Act registration is required.

Qualifications

• Grade 12 (Matric) is required.
• A relevant bachelor’s degree is preferred.
• A relevant tertiary insurance qualification is preferred.
• Registration as a FSCA representative under FAIS Act is required.

Responsibilities

• Determine needs of high net worth individuals for short-term insurance.
• Build and maintain relationships with existing and new clients.
• Service client policies including renewals, endorsements and premium queries.
• Upsell Homeowners cover to existing portfolios and grow revenue.
• Ensure portfolio profitability by adhering to underwriting criteria.
• Liaise on claims and assist clients with first notification of loss.
• Engage with colleagues and other stakeholders in the HNW space.
• Contribute to business development efforts for Aon South Africa.

Skills

Interpersonal skills

Analytical skills

Problem solving

Teamwork

MS Word

MS Excel

Education

Grade 12 (Matric)

Bachelor’s degree

Insurance-related qualification

FSCA FAIS Act registration

Tools

MS Word

MS Excel

Job description

Aon South Africa is seeking a Private Client Services Consultant to manage a portfolio of high net worth clients with a focus on short-term insurance needs. The role is hybrid, enabling virtual work and time at the Cape Town office.

You will build relationships, service policies, handle renewals and premium queries, and Upsell to grow revenue while ensuring profitability and compliant dealings. FSCA FAIS Act registration is required.