Private Client Services Lead – High-Net-Worth (Hybrid)

Aon plc; Johannesburg; Hybrid; ZAR 420,000 - 520,000; Full time

Job summary

Aon South Africa is hiring a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from our Sandton head office.

You will manage and grow a portfolio of high-net-worth clients in line with MOS and company growth strategies. As the primary point of contact, you will develop and lead day-to-day client relationships, coordinate portfolio activities, and provide professional advice on cover, exclusions, and underwriting requirements.

Qualifications

• Matric (Grade 12) is a must.
• NQF-5 Insurance Qualification and RE-5 required.
• Registration as FSCA FAIS Act representative is required.
• 2–5 years in a similar or related role with high-net-worth clients preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth client accounts.
• Develop and lead day-to-day relationships with clients.
• Coordinate all activities related to the portfolio of clients.
• Build and update client risk/needs profiles for each client.
• Handle renewal activities, renewals, and cancellations.
• Provide professional, accurate advice on cover, exclusions, and underwriting.
• Generate referrals through excellent service and product knowledge.
• Liaise with colleagues across the business and other key role players.
• Maximise cross-sell opportunities and negotiate with insurers.
• Process policy documentation and endorsements on relevant systems.
• Manage premium collection and client accounting queries.
• Liaise with claims and assist with first notification of loss.
• Maintain quality standards and stay informed on market trends.

Skills

Interpersonal skills

Team collaboration

Analytical thinking

Decision making

Problem solving

Education

Grade 12 (Matric)

NQF-5 Insurance Qualification

RE-5

FSCA FAIS ACT registration

Tools

MS Word

MS Excel

Job description

Aon South Africa is hiring a Private Client Services Consultant. This hybrid role offers flexibility to work virtually and from our Sandton head office.

You will manage and grow a portfolio of high-net-worth clients in line with MOS and company growth strategies. As the primary point of contact, you will develop and lead day-to-day client relationships, coordinate portfolio activities, and provide professional advice on cover, exclusions, and underwriting requirements.