Private Client Advisor - High Net Worth (Hybrid, Cape Town)

Aon plc; Cape Town; Hybrid; ZAR 420,000 - 600,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Aon South Africa is seeking a Private Client Services Consultant to manage and grow a portfolio of high net worth clients from both our Cape Town office and remotely. You will handle servicing, renewals, endorsements, and premium queries while offering professional advice on cover and exclusions.

You will build relationships with new and existing clients, upsell Homeowners cover, and aim to grow revenue in line with MOS and company growth strategies.

Qualifications

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

Responsibilities

• Determine and understand the needs of high net worth individuals in respect of short-term insurance.
• Build and maintain relationships with existing clients.
• Build and maintain relationships with new clients in the portfolio.
• Maintain extensive client servicing via frequent client contact.
• Manage client policies including renewals, endorsements, and premium queries.
• Provide professional advice on cover, conditions and exclusions.
• Upsell Homeowners cover to consolidated portfolios.
• Grow revenue and retain existing client base.
• Negotiate cover and rates with insurers on behalf of clients.
• Ensure portfolio profitability by underwriting criteria.
• Assist clients with first notification of loss.
• Engage with colleagues across the business and other key stakeholders in HNW space.
• Ensure compliant dealings with clients and contribute to business development.

Skills

Team functioning

Interpersonal relationships

Analytical thinking

Problem solving

Decision making

Education

Matric (Grade 12)

Bachelor's degree

Insurance related qualification

FSCA FAIS registration

Tools

MS Word

MS Excel

Job description

Aon South Africa is seeking a Private Client Services Consultant to manage and grow a portfolio of high net worth clients from both our Cape Town office and remotely. You will handle servicing, renewals, endorsements, and premium queries while offering professional advice on cover and exclusions.

You will build relationships with new and existing clients, upsell Homeowners cover, and aim to grow revenue in line with MOS and company growth strategies.