Strategic Fintech Client Portfolio Manager

2 days ago


Sydney, New South Wales, Australia Aon Full time

Aon is a global professional services firm that helps clients navigate a rapidly changing world.

The estimated salary for this role in Sydney is around $120,000 - $180,000 per annum, depending on experience and qualifications.

Job Description

This exciting opportunity exists within our Financial Services Group (FSG) department, where you will play a key role in managing client relationships and financial lines broking.

  • You will be responsible for proactively managing a portfolio of financial institutions, technology, and mid-market complex placements, including the strategic management of client relationships at a broker level:

Collaborate with the Client Director and Industry Practice Group members to enhance the client experience and grow the industry portfolio,
Support segment and industry practice group strategies alongside the National leadership team,
Support the Client Director in delivering a client-centric, cross-solution line approach to servicing clients,
Working in conjunction with key stakeholders to contribute to the strategic direction of Aon's Fintech and Digital Economy portfolio,
Supporting and mentoring junior team and industry practice group members,
Work alongside Client Director and Sales team with business development opportunities, including policy wording health-checks, technical and claims commentary in tenders and involvement in new business presentations,
Designing appropriate servicing and risk management solutions,
Identifying revenue enhancement opportunities within the designated portfolio,
Continual business development within new and existing accounts to cross-sell the full spectrum of Aon services,
Providing market insights and placement strategies to clients and colleagues,
Managing essential interface with Client Service Support, Claims and Broking team

Required Skills and Qualifications

To succeed in this role, you will need:

  • Financial Lines broking or underwriting background
  • Experience managing your own client portfolio or ability to demonstrate your consultancy capabilities
  • First-class communication, report writing, and presentation skills
  • An innovative and collaborative approach, with a team player attitude
  • A strong pro-active, resourceful, and persistent approach to business development
  • Drive and passion to succeed and develop as an individual
  • You would need to become Tier 1 compliant
  • Fintech and Technology financial lines placement experience is strongly preferred
Benefits

In addition to our comprehensive benefits package, we encourage a diverse workforce and offer a variety of working style solutions. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. We also offer two 'Global Wellbeing Days' each year, encouraging you to take time to focus on yourself.



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