Manager, Private Client Group and Concierge Ultra High Net Worth

Aon
Toronto
Workplace: HybridFull timeFunction: Hospitality & Food ServiceExperience: 5-7 yearsSkills: ["Leadership","Mentorship","Customer service","Organizational skills","Communication"]

Lead a team of Client Managers servicing Ultra High Net Worth clients, setting KPI-based expectations and driving exceptional, white-glove client service. Provide technical risk-management guidance and mentorship across complex coverage, placement, and risk strategies. Maintain a small portfolio of highly complex client relationships and act as Executive Sponsor for key partnerships. Partner with producers and business development on strategic opportunities, retention, and growth while ensuring ongoing portfolio management.

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Aon
Aon
1 day ago

Manager, Private Client Group and Concierge Ultra High Net Worth

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Job Summary

Lead a team of Client Managers servicing Ultra High Net Worth clients, setting KPI-based expectations and driving exceptional, white-glove client service. Provide technical risk-management guidance and mentorship across complex coverage, placement, and risk strategies. Maintain a small portfolio of highly complex client relationships and act as Executive Sponsor for key partnerships. Partner with producers and business development on strategic opportunities, retention, and growth while ensuring ongoing portfolio management.
Location: Toronto
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Hospitality & Food Service
Seniority: Manager level

Key Responsibilities

  • •Lead and develop a team of Client Managers for Ultra High Net Worth clients, establishing KPI-aligned performance expectations and accountability.
  • •Champion white-glove client service focused on responsiveness, advocacy, and proactive risk management; ensure portfolios are managed as exposures and client needs change.
  • •Serve as a subject matter expert in High Net Worth and Ultra High Net Worth risk management and provide technical guidance on complex coverage and placement strategies.
  • •Act as Executive Sponsor for select Ultra High Net Worth client relationships and strategic advisor partnerships; personally manage a small portfolio of complex clients.
  • •Support growth by partnering with producers and business development on strategic opportunities and providing technical expertise for prospect presentations.

Pay and Benefits

Perks:Annual BonusHealth InsurancePension

Key Requirements

  • •Active RIBO license (other provincial licenses and designations would be an asset).
  • •At least 10 years of P&C and/or VIP personal insurance experience is desired.
  • •Minimum 5–7 years’ experience, especially with high-end carries such as Chubb Insurance, Aviva Ovation, Unica Live Easy, Northbridge Onyx, and Intact Prestige.
  • •Strong quotation skills for new business, cross-selling, upselling, and remarketing.
  • •Excellent computer skills (EPIC fluency is an asset) and strong customer service skills for long-term retention.
Experience:5-7 yearsP&C insuranceVIP personal insuranceUltra High Net WorthInsurance
Skills:LeadershipMentorshipCustomer serviceOrganizational skillsCommunication
Licenses:RIBO
Tech Stack:EPIC

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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