Senior Private Client Advisor (HNWI) – Hybrid, Cape Town

Aon plc; Cape Town; Hybride; ZAR 300 000 - 520 000; Plein temps

Résumé du poste

Aon South Africa is seeking a Private Client Services Consultant to manage and grow a portfolio of high net worth clients. This hybrid role offers flexibility to work virtually and from the Cape Town office.

The successful candidate will serve as the primary client contact, delivering professional advice on cover needs, maintaining client relations, and driving revenue growth while adhering to MOS and underwriting criteria.

Qualifications

• Grade 12 (Matric)
• Bachelor's degree
• Insurance-related qualification
• FSCA registration under FAIS Act

Responsabilités

• Handle a portfolio of high net worth clients and administer it in line with MOS and growth strategies.
• Build and maintain relationships with existing and new clients.
• Provide professional and accurate advice on cover needs, policy conditions and exclusions.
• Proactively service client policies including renewals, endorsements, premium queries and collections.
• Liaise with insurers to negotiate cover and rates and ensure profitability of the portfolio.

Connaissances

Teamwork

Interpersonal skills

Analytical skills

Decision making

Collaboration

Formation

Grade 12 (Matric)

Bachelor's degree

Insurance-related qualification

FSCA FAIS registration

Outils

MS Word

MS Excel

Description du poste

Aon South Africa is seeking a Private Client Services Consultant to manage and grow a portfolio of high net worth clients. This hybrid role offers flexibility to work virtually and from the Cape Town office.

The successful candidate will serve as the primary client contact, delivering professional advice on cover needs, maintaining client relations, and driving revenue growth while adhering to MOS and underwriting criteria.