High Net Worth Risk Consultant

3 days ago


Sydney, New South Wales, Australia Chubb Insurance Australia Limited Full time
Job Description

Chubb celebrates diversity by fostering an inclusive, flexible and equitable workplace. We support applications from all members of our community and equitable access to our employment opportunities. We are open to discussing workplace flexibility in all our vacancies, to ensure we can attract the best candidates and accommodate individual needs, differences, disabilities and working arrangements. Please let us know if you require any adjustments to the recruitment process so we can support you to present your best self.

Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide. Additional information can be found at:

Your Role:

To assist in the overall mission of achieving Insurance to Value for the Chubb Masterpiece portfolio, identify potential exposures, implement loss prevention measures and help to acquire and retain quality accounts which all contribute to the profitability of the division.

Your Responsibilities:

  • Assess the replacement cost of high net worth homes by adhering to accepted valuation methods and keeping abreast of current building costs. This service impacts profitability by providing a basis for insurance to value.
  • Identifying potential exposures and review the security and fire protection relative to the insurance coverages
  • Assess exposure to catastrophe perils such as bushfire and flood
  • Provide recommendations to the underwriter regarding risk acceptability by understanding Chubb's underwriting and appraisal guidelines, the coverages and limitations of local contracts and making observations about the general character and attitude of the homeowner.
  • Suggest modifications to the insured which would improve an unacceptable risk in relation to burglary, fire hazards and general exposures.
  • Promote Chubb's "war on water" campaign and share with insureds during the appraisal strategies to prevent internal water damage.
  • Prepare comprehensive but concise reports communicating the results of the risk investigation. Reports are to be completed using existing reporting templates and in accordance with Appraisal guidelines with regards to risk analysis and loss prevention.
  • Identify the need for additional insurance coverages based on insured's personal possessions and lifestyle and supply the underwriter with sufficient information to pursue these coverages.
  • Provide a valuable marketing advantage by upselling Chubb differences i.e., products, benefits, and services, while in conversation with the insured.
  • Contribute to the department's marketing efforts by conducting both informational and promotional sessions with producers/brokers.
  • Assist with reviewing and updating a construction cost matrix which is used as the primary pricing guide when assessing the homes replacement cost.
  • Keep abreast of changes to security/fire protection, construction techniques/materials, loss trends and undertake research projects as required.

Qualifications

  • Preference for relevant degree (Property/Valuations/Construction) or equivalent business experience.
  • Demonstrated numerical, written and oral communication, and organisational skills.
  • Minimum 3 years experience in a similar role in an Insurance/Residential Property environment

We offer you the opportunity to work as part of a dynamic and agile environment where continuous development is encouraged throughout your career, both locally and globally. We also offer a flexible working approach via our "My One Thing" initiative, education assistance, dress for your day every Friday, promotion of health and wellbeing (including discounted health insurance, daily breakfast and fresh fruit), and the option to enrol into the Chubb Limited discounted stock purchasing scheme.



  • Sydney, New South Wales, Australia CHUBB Full time

    At Chubb, we're committed to fostering an inclusive and equitable workplace where everyone feels valued and empowered to succeed. We're dedicated to providing equal opportunities for all members of our community and strive to create a work environment that's flexible, adaptable, and supportive of individual needs.As a leading global insurance company, Chubb...


  • Sydney, New South Wales, Australia CHUBB Full time

    {"title": "Insurance to Value Specialist", "content": "At Chubb, we're committed to fostering an inclusive and equitable workplace where everyone can thrive. We're open to discussing flexible work arrangements to ensure we attract the best candidates and accommodate individual needs.As an Insurance to Value Specialist, you'll play a critical role in...


  • Sydney, New South Wales, Australia CHUBB Full time

    {"title": "Insurance to Value Specialist", "content": "Join Chubb's Team of ExpertsAt Chubb, we're committed to providing exceptional insurance solutions to our clients. As an Insurance to Value Specialist, you'll play a critical role in helping us achieve this goal.Your Key ResponsibilitiesAssess the replacement cost of high net worth homes using accepted...

  • Senior Accountant

    2 weeks ago


    Sydney, New South Wales, Australia Lawson Elliott Full time

    Job Title: Senior Accountant - High Net Worth IndividualsWe are seeking a highly skilled Senior Accountant to join our Business Services and Tax team, providing a personalised service to High Net Worth Individuals (HNWIs), families, SMEs, and unlisted public companies.As a Senior Accountant, you will provide compliance and tax services to a portfolio of...

  • Investment Counsellor

    3 weeks ago


    Sydney, New South Wales, Australia Fisher Investments Full time

    OverviewFisher Investments Australasia PTY Ltd (FIA) is seeking an experienced Investment Counsellor to join our team in Sydney. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with expert investment advice and guidance.The OpportunityAs an Investment...

  • Senior Accountant

    1 month ago


    Sydney, New South Wales, Australia Lawson Elliott Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our Business Services and Tax team at Lawson Elliott. As a Senior Accountant, you will provide personalised accounting and tax services to high net worth individuals and families, working collaboratively with our outsourced finance team to ensure tailored solutions to meet their complex...

  • Senior Accountant

    3 weeks ago


    Sydney, New South Wales, Australia Lawson Elliott Full time

    Job Title: Senior Accountant - High Net Worth Individual SpecialistWe are seeking a highly skilled Senior Accountant to join our Business Services and Tax team at Lawson Elliott. As a Senior Accountant, you will provide personalised accounting and tax services to high net worth individuals (HNWIs), families, and small to medium-sized enterprises (SMEs).Key...

  • Investment Counsellor

    1 month ago


    Sydney, New South Wales, Australia Fisher Investments Full time

    About the Role:Fisher Investments Australasia PTY Ltd is seeking an Investment Counsellor to partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our high-net-worth clients.The Opportunity:As an Investment Counsellor, you will be the voice of FIA,...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Stockbroking Assistant - High Net Worth ClientsWe are seeking a highly skilled and experienced Stockbroking Assistant to join our team at Anton Murray Consulting. As a Stockbroking Assistant, you will be responsible for providing exceptional support to our Private Client Advisors and their High Net Worth clients.Key Responsibilities:Act as a...


  • Sydney, New South Wales, Australia AFL Recruitment Full time

    Job SummaryAFL Recruitment is seeking a highly skilled and experienced Wills and Estates Lawyer to join our client's team as a Senior Associate/Special Counsel. The ideal candidate will have a strong background in wills and estates law, with a focus on high net worth clients.About the RoleAs a Senior Associate/Special Counsel in the Wills and Estates team,...

  • Senior Accountant

    3 weeks ago


    Sydney, New South Wales, Australia Lawson Elliott Full time

    Job Title: Senior Accountant - Personalised Service for HNWIAre you a seasoned Senior Accountant looking for a new challenge? Do you have a passion for providing exceptional service to High Net Worth Individuals (HNWIs)?We are seeking a highly skilled and experienced Senior Accountant to join our Business Services and Tax team at Lawson Elliott. As a Senior...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Stockbroking Assistant - High Net Worth ClientsWe are seeking a highly skilled and experienced Stockbroking Assistant to join our team in Sydney. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our High Net Worth clients.Key Responsibilities:Act as liaison between...

  • Senior Accountant

    2 weeks ago


    Sydney, New South Wales, Australia Lawson Elliott Full time

    Unlock Your Potential as a Senior AccountantAre you a motivated and experienced Senior Accountant looking for a new challenge? Do you have a passion for providing personalised services to High Net Worth Individuals (HNWIs), families, and SMEs? We have an exciting opportunity for you to join our Business Services and Tax team at Lawson Elliott.As a Senior...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Assistant to join our team at Anton Murray Consulting. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAct as liaison between dealing desk, internal...


  • Sydney, New South Wales, Australia Westpac Group Full time

    pbAbouttheRole/b/ppWeareseekingahighlyskilledSeniorPrivateBankertojoinourteamatWestpacGroup.AsaSeniorPrivateBanker,youwillberesponsiblefordevelopingandgrowingaportfolioofhigh-net-worthPrivateBankingclientrelationshipsthroughthegrowthofexistingandnew-to-bankclients./ppbKeyResponsibilities/b/pulliBuildstrongclientrelationshipsandidentifynewbusinessopportunitie...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Assistant to join our team at Anton Murray Consulting. As a Financial Services Assistant, you will be responsible for providing exceptional support to our Private Client Advisors and their High Net Worth clients in a fast-paced and dynamic environment.Key ResponsibilitiesAct as a...


  • Sydney, New South Wales, Australia HCF - Risk, Legal & Compliance Full time

    About HCF - Risk, Legal & ComplianceHCF is a leading health fund that prioritizes the well-being of its members. Our purpose is to make healthcare accessible, understandable, and high-quality.The RoleWe are seeking a highly skilled Business Risk Consultant to join our Risk, Legal & Compliance team. As a key member of our team, you will play a critical role...

  • Tax Consultant

    9 hours ago


    Sydney, New South Wales, Australia PCR Talent Full time

    Job Title: Business ServicesJob Summary:We are seeking an experienced Business Services professional to join our team at PCR Talent. As a Business Services specialist, you will be responsible for managing a comprehensive portfolio of high-net-worth individuals and large groups, handling complex issues such as business restructuring, tax consolidations,...

  • Head of Distribution

    4 weeks ago


    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Senior Business Development Manager - Wholesale Capital RaisingThe successful candidate will be responsible for driving the distribution strategy across high net worth individuals, family offices, and wealth groups. This role requires a self-driven individual with a strong focus on process and record keeping, as well as a solid understanding of private...


  • Sydney, New South Wales, Australia Tideri Jobbörse Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Consultant to join our Private Tax team in Sydney. As a key member of our team, you will be responsible for providing tax advice to SMSFs, high net wealth families, trusts, and other privately owned entities.Key Responsibilities:Provide tax advice to SMSFs, high net wealth families, trusts, and other...