Client Relationship Manager

3 weeks ago

Singapore INCOME INSURANCE LIMITED Full time
Roles & Responsibilities

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.


As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.


Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

  • Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa
  • Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
  • Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
  • Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
  • Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualifications - External

  • Degree or Diploma in any discipline
  • 2 years’ sales experience will be an added advantage
  • Passionate about helping customers achieve greater financial competency
  • Able to manage relationships with HNW or Business owners
  • Results driven and motivated by performance-based rewards
  • Good communication, presentation and interpersonal skills
  • Strong team work with a positive customer and corporate focused attitude
  • Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI

Tell employers what skills you have

CRM
Account Management
Adaptive
Microsoft Excel
Interpersonal Skills
Relationship Management
Strategy
Adaptability
General Insurance
Communication Skills
Excel
Corporate Events
Financial Advisory
Customer Service
Pricing
Financial Services

  • Client Relationship Manager

    3 weeks ago

    Singapore Allwin Fund Management Pte. Ltd. Full time

    Key Responsibilities:- Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.- Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients' investment...

  • Client Onboarding Relationship Manager

    3 weeks ago

    Singapore Randstad Pte. Limited Full time

    about the jobWe are currently in the process of actively seeking an experienced Relationship Manager who specializes in KYC procedures, with a particular emphasis on onboarding foreign clients, especially within the realm of premium banks and investment institutions in Singapore.Responsibilities:Demonstrate proficiency in KYC procedures, ensuring strict...

  • Client Onboarding Relationship Manager

    3 weeks ago

    Singapore RANDSTAD PTE. LIMITED Full time

    Roles & Responsibilitiesabout the job We are currently in the process of actively seeking an experienced Relationship Manager who specializes in KYC procedures, with a particular emphasis on onboarding foreign clients, especially within the realm of premium banks and investment institutions in Singapore.Responsibilities: Demonstrate proficiency in KYC...

  • Director Client Relationship Management

    3 weeks ago

    Singapore SS&C Fund Services (Asia) Pte Ltd Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Director Client Relationship Management

    3 weeks ago

    Singapore Ss&c Fund Services (asia) Pte. Ltd. Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...

  • Relationship Manager

    1 week ago

    Singapore INTEGRITY CONSULTANT AND SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description & RequirementsWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company’s positive image.To succeed in this role, you should be an...

  • Relationship Manager

    6 days ago

    Singapore Integrity Consultant And Services Pte. Ltd. Full time

    Job Description & RequirementsWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company's positive image.To succeed in this role, you should be an excellent communicator, able to...

  • Relationship Manager

    3 weeks ago

    Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesOverview of role Sourcing and onboarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with...

  • Relationship Manager

    3 weeks ago

    Singapore Kgi Securities (singapore) Pte. Ltd. Full time

    Overview of roleSourcing and onboarding of new offshore clientsUnderstand needs, objectives and risk profile of clientsAdvise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely executionRegular review of investment portfolios and risk profiles with clientsStrict observance of risk and...

  • Relationship Manager

    2 weeks ago

    Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.about the jobAs a Relationship Manager, you will responsible for: Promoting and offering a diverse range of banking products to both existing and prospective clients. Providing expert financial analysis and delivering...

  • Relationship Manager

    3 weeks ago

    Singapore Adecco Personnel Pte Ltd Full time

    Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.about the jobAs a Relationship Manager, you will responsible for:Promoting and offering a diverse range of banking products to both existing and prospective clients.Providing expert financial analysis and delivering tailored wealth management...

  • Relationship Manager

    6 days ago

    Singapore BANK JULIUS BAER & CO. LTD. Full time

    Roles & ResponsibilitiesGENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the...

  • Relationship Manager

    4 days ago

    Singapore Bank Julius Baer & Co. Ltd. Full time

    GENERAL DESCRIPTIONThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive...

  • Relationship Manager

    7 days ago

    Singapore BAY SMART CAPITAL VENTURES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesRole Responsibilities: Acquire new customers and market the company's suite of products through various channels to generate revenue growth. Actively and proficiently oversee the entire sales process, including presenting credentials, posing relevant questions, delivering solution pitches, negotiating, closing deals, and...

  • Relationship Manager

    3 weeks ago

    Singapore JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description: Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; Build up and maintain business relationships with the portfolio of customers; Formulate and execute sales and marketing strategies...

  • Relationship Manager

    4 weeks ago

    Singapore NOAH HOLDINGS SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

  • Relationship Manager

    4 weeks ago

    Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    Roles & ResponsibilitiesAbout us:iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to...

  • Relationship Manager

    4 weeks ago

    Singapore Jmc Capital Asset Management Singapore Pte. Ltd. Full time

    Job Description:Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectivesBuild up and maintain business relationships with the portfolio of customersFormulate and execute sales and marketing strategies for wealth management and other...

  • Junior Relationship Manager

    4 days ago

    Singapore KRISTAL ADVISORS (SG) PTE. LTD. Full time

    Roles & ResponsibilitiesDesignation: Junior Relationship ManagerLocation: SingaporeExperience: 0 - 5 yrs of experienceKristal.AI is looking for a self-driven, motivated & passionate Relationship Manager for our team.Responsibilities: Primarily responsible for servicing existing client relationships as well as onboarding new clients. Scheduling calls,...

  • Relationship Manager

    4 weeks ago

    Singapore ARCHEL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities Develop new businesses and managing existing customers relationships Responsible for achieving company objectives and revenue targets Able to increase the value of current client asset size and attracting new ones Advise clients on investment products and services. Able to identify potential customers and convert...