National Facilities Leader: Strategy, Ops & Sustainability

Talent Evolution; Cape Town; Hybrid; ZAR 480,000 - 720,000; Full time

Job summary

Aon South Africa seeks a Private Client Services Consultant to manage a portfolio of high-net-worth clients. The role combines virtual and Cape Town office work in a hybrid setup, focusing on delivering tailored short-term insurance solutions.

The ideal candidate has 2–5 years in similar roles, FSCA/FAIS registration, and in-depth knowledge of personal insurance products. This position emphasizes relationship building and revenue growth within a compliant framework.

Qualifications

• Matric and relevant insurance qualification are required.
• Registration as FSCA FAIS representative is preferred.
• Strong client relationship and advisory capabilities are essential.

Responsibilities

• Understand needs of high net worth individuals for short-term insurance.
• Maintain and develop relationships with existing and new clients.
• Provide professional advice on cover, terms and exclusions.
• Ensure profitable portfolio management and compliance with underwriting criteria.
• Liaise with insurers on cover and rates for clients.

Skills

Relationship management

Interpersonal skills

Analytical thinking

Problem solving

Teamwork

Communication skills

Attention to detail

Education

Grade 12

Bachelor’s degree

Insurance qualification

FSCA registration (FAIS)

Tools

MS Word

MS Excel

Job description

Job Description

Private Client Services Consultant

Do you have experience in handling a portfolio of clients? Looking to advance in your career? Read on!

Aon South Africa is looking for a Private Client Services Consultant, this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

Private Client Services Consultant - Cape Town, South Africa

Do you have experience in handling a portfolio of clients? Looking to advance in your career? Read on!

Aon South Africa is looking for a Private Client Services Consultant, this is a hybrid role with the flexibility to work both virtually and from our Cape Town office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Determine and understand the needs of high net worth individuals in respect of short-term insurance.
• Building and maintaining relationships with the existing client base.
• Building and maintaining relationships with new clients as they are allocated to the portfolio.
• Maintaining extensive client servicing via frequent client contact.
• Maintenance of comprehensive servicing of client policies, including, renewals, general endorsements, premium queries, premium collections, rejections in line with the MOS and underwriting criteria.
• Providing professional and accurate advice with regards to cover needs, policy conditions and exclusions where necessary.
• Upsell Homeowners cover to combined portfolios.
• Growing revenue on existing business.
• Retention of existing client base.
• Negotiating cover and rates with insurers on behalf of clients.
• Ensuring that allocated portfolio runs profitably by adhering strictly to the underwriting criteria.
• Claims liaison including assisting clients with first notification of loss.
• Liaising and developing relationships with colleagues across the business and other key role players in the High Net worth environment.
• Responsible for compliant dealings with clients.
• Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

Skills and experience that will lead to success

Qualifications.

• Grade 12. (Matric).
• A relevant bachelors degree.
• A relevant tertiary insurance related qualification.
• Registration as a representative with the FSCA in terms of the FAIS ACT.

Knowledge.

• Sophisticated knowledge and understanding of all aspects of personal insurance.
• Knowledge of market trends within the insurance industry.
• Knowledge of competitor products.
• Advanced knowledge of MS Word and Excel.

Skills and Attributes.

• Well-developed team functioning skills.
• Good interpersonal relationships.
• Sophisticated analytical, technical and problem-solving skills.
• Well-developed decision-making skills.
• Well-developed ability to work in and with teams.

Experience.

• A minimum of 2 to 5 years experience in a similar or related role.
• Experience in dealing with high net worth clients will be preferred.