Private Client Services Consultant — HNW Insurance (Hybrid)

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

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.