Senior High Net Worth Advisor

Job summary

Manage a portfolio of high net worth clients by assessing personal risks and coverage needs, preparing proposals, advising on complex insurance structures, and coordinating policy placement and renewals. Collaborate with underwriters and internal specialists, respond to client inquiries, identify opportunities to improve protection and service, support business development, and mentor less experienced colleagues as needed.

Job details

Company Description Marsh is a global leader in risk management and advisory services, helping clients navigate uncertainty and unlock opportunity through insights and solutions across risk, strategy, and people. The organization brings deep expertise in risk, reinsurance and capital, people and investments, and management consulting. Marsh collaborates with clients worldwide to support confident decision-making, build organizational resilience, and drive sustainable growth. Team members gain exposure to diverse industries and global trends, working in an environment focused on innovation, client service, and thought leadership. Role Description The Senior High Net Worth Advisor role is a full-time position based in Toronto, ON, with a hybrid work arrangement that combines in-office collaboration and some work-from-home flexibility. In this role, the advisor provides tailored insurance and risk management solutions to high net worth clients, including comprehensive reviews of personal risk profiles and coverage needs. Day-to-day responsibilities include managing a portfolio of affluent clients, preparing proposals, advising on complex coverage structures, and coordinating policy placement and renewals. The advisor collaborates closely with underwriters and internal specialists, responds to client inquiries, and proactively identifies opportunities to enhance protection and service. The role also involves maintaining up-to-date knowledge of market trends, products, and regulatory requirements, contributing to business development activities, and mentoring less experienced team members as needed. Qualifications Proven experience advising high net worth or private client segments on insurance and risk management solutions, ideally within a brokerage or financial services environment. Strong relationship management and client service skills, with the ability to build trust, communicate complex concepts clearly, and handle confidential information with discretion. Solid analytical and problem-solving capabilities, including experience reviewing coverage, comparing market options, and structuring solutions for complex risk profiles. Demonstrated organizational and time management skills, with the ability to manage multiple client priorities, meet deadlines, and maintain accurate documentation. Knowledge of personal lines products relevant to high net worth clients (e.g., property, liability, specialty coverages) and awareness of current market and regulatory developments. Comfort working in a hybrid environment, collaborating effectively with colleagues in-office and virtually, and using digital tools and CRM systems to manage client interactions. Relevant professional designations or progress toward them (e.g., CIP, CRM, or equivalent) and a strong commitment to ongoing professional development. Post-secondary education in business, finance, risk management, or a related field is preferred.

What you’ll do

Manage a portfolio of high net worth clients by assessing personal risks and coverage needs, preparing proposals, advising on complex insurance structures, and coordinating policy placement and renewals. Collaborate with underwriters and internal specialists, respond to client inquiries, identify opportunities to improve protection and service, support business development, and mentor less experienced colleagues as needed.

Requirements

Candidates should have experience advising high net worth or private clients on insurance and risk management, along with strong relationship, analytical, organizational, and communication skills. Knowledge of personal lines products, market and regulatory developments, digital tools and CRM systems is expected; CIP, CRM, or equivalent designations and post-secondary education in a related field are preferred.

Listed skills

• Customer service · Preferred
• CRM Systems · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• High Net Worth Client Advising
• Insurance And Risk Management
• Relationship Management
• Client Service
• Coverage Analysis
• Insurance Proposal Preparation
• Policy Placement And Renewals
• Complex Risk Assessment
• Market Comparison
• Analytical Problem-Solving
• Organization And Time Management
• Personal Lines Insurance
• Business Development
• Regulatory Knowledge
• Mentoring
• CRM Systems

Job areas

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