Assistant Vice President, Account Executive - Private Client

Job summary

Manage and service a portfolio of high-net-worth private clients by analyzing risk exposure and matching Aon resources to their needs. Develop new business through marketing proposals and the cultivation of external centers of influence for lead generation.

Job details

Role Type: Existing vacancy Do you enjoy working with private clients and high net worth markets? Are you seeking a role where you can make a meaningful impact through the relationships you build and maintain with clients? If so, we have an exciting opportunity for you — and we’d love to meet you! The salary range for this position is {$70,560 - $91,770}. The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. The salary may also be adjusted based on applicant’s geographic location. Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. 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 inclusive team and we are passionate about helping our colleagues and clients succeed. What The Day Will Look Like Existing Clientele Analyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients. Deliver continuous excellence in servicing an existing portfolio of clients Establish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clients Gain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client requirements. New Business Prepare and present marketing proposals for prospective new business Collaborate with Aon group, commercial and health & benefits colleagues to develop marketing initiatives for new prospective private clients within their existing clients Act as the visible face of Aon to clients and prospective clients in the community. Develop and maintain external centres of influence for lead generation and continuous pipeline Key Performance Indicators Meet established sales and retention targets Support leadership in the family office structure and 1–3-year business strategy Perform other related duties as assigned to deliver business results and distinctive client value How This Opportunity Is Different Aon is a global leader in risk management, insurance, and reinsurance brokerage, as well as human capital and management consulting. We offer tailored services, drawing on our industry expertise to align with our clients' strategic goals. At Aon, we help clients navigate change and seize opportunities. Recognizing that each client has unique needs, we have developed expertise across a wide range of business processes, products, and industries. This position plays a crucial role in forming a comprehensive understanding of our high-net-worth clients' exposures, aligning our specialized expertise with their protection strategies. This is an exciting opportunity for someone with experience in managing accounts for a high-net-worth clientele. Skills And Experience That Will Lead To Success University or College degree in business, insurance, risk management preferred, or equivalent years of work experience in a relevant industry. 5-7 years of experience in personal risk management and insurance ideally with a focus on the high-net-worth private clients RIBO licensing is required CIP, FCIP and CAIB or working towards, are considered an asset, Excellent relationship-building, communication, and interpersonal skills. Proficient in MS Word, Excel, Microsoft Outlook Epic experience preferred Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. 2585521

What you’ll do

Manage and service a portfolio of high-net-worth private clients by analyzing risk exposure and matching Aon resources to their needs. Develop new business through marketing proposals and the cultivation of external centers of influence for lead generation.

Requirements

Requires 5-7 years of experience in personal risk management for high-net-worth clients and a valid RIBO license. A university degree in business or insurance is preferred, along with proficiency in MS Office and Epic.

Benefits

• Incentive earning opportunity • Comprehensive benefits package

Listed skills

• Microsoft Excel · Preferred
• Relationship Building · Preferred
• interpersonal communication · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Risk Management
• High-Net-Worth Client Management
• Relationship Building
• Insurance Underwriting
• Marketing Proposals
• Lead Generation
• Client Servicing
• Interpersonal Communication
• MS Word
• Excel
• Microsoft Outlook
• Epic

Job areas

• Finance & Accounting
• Sales
• Consulting
• Customer Service & Support
• Management & Leadership