Client Director, Financial Institutions/Professions

2 days ago


Melbourne, Victoria, Australia Aon Full time US$100,000 - US$150,000 per year
  • Senior client relationship management in the Financial Services Group department
  • New growth role based in Melbourne
  • Position will suit someone who is a driven team player and client focused

This is an exceptional opportunity to join a global leader, leveraging the strong brand to generate activity and to take on the responsibility for continued exponential growth across the Financial Services Group (FSG).

Client Director - Financial Institutions/Professions (FI &P)
The FSG FI & P team is responsible for the broking strategy and placement of financial lines business across the financial institutions and professions clients. You will be working closely with the Aon Financial Services Group Director and the FSG team to drive growth, manage client delivery and ongoing product development across this space.

This is a hybrid role with the flexibility to work both virtually and from our Aon Melbourne Office.

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like
You will be responsible for:

  • Proactively managing a portfolio of Financial Institutions/Professions clients, including the strategic management of client relationships at a senior level
  • Deliver a client-centric, cross solution line approach to servicing clients
  • Maintaining strategic relationships with insurance carrier partners in all key markets and successfully negotiating appropriate risk transfer solutions based on individual client risk profile
  • Working in conjunction with key stakeholders to contribute to the strategic direction of Aon's Financial Institutions/Professions portfolio
  • Monitor and review of regulatory and case law developments and participation in the production of client advisory white papers
  • Participation in business development opportunities, including policy wording health-checks, technical and claims commentary in tenders and involvement in new business presentations
  • Participation in key speaking opportunities at industry events to raise awareness of Aon's brand and capabilities in the Financial Institutions space.

How This Opportunity Is Different
As an Aon colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most talented people in the business, who genuinely want you to be the best version of yourself.

We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something unique to our team.

Skills And Experience That Will Lead To Success

  • Extensive experience within the Financial Lines Insurance market with a distinct focus on risk identification and risk transfer for Financial Institutions/Professions clients;
  • Strong technical understanding of a broad range of Financial Lines Insurance products and risk solutions, including PI, D&O and Crime;
  • A high level of understanding of client profitability;
  • Excellent cross-selling abilities;
  • A keen entrepreneurial spirit and flair for business development;
  • Excellent oral and written communication skills;
  • Demonstrated success in managing team relationships and senior-level client relationships;
  • Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance)

How We Support Our Colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#insurancecareers #financiallines #broking
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