
Relationship Manager
2 weeks ago
- Position : Relationship Manager (Wealth Management/Insurance/Trust Planning) - Up To $12,000 Basic + Commission
- Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
- Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
- Salary (commensurate with experience) : Up to $12,000 Basic + Commission + Variable Bonus + 18-25 days annual leaves + Medical Benefits
- Duration : Permanent
- Industry : Integrated Insurance/Trust Management
Main Responsibilities:
- Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
- Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
- Submit new business documents timely and accurately
- Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
Requirements:
- Bachelor's degree or above from Finance or related discipline
- Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
- Minimum of 10 years' working experience in sales and/or relationship management experience preferably in the insurance or banking industry
Email to: chloe@searchpersonnel.com.sg
Do visit www.facebook.com/search.personnel for more job listings.
***We do not charge our candidates any referral fee nor bind them with any contract.***
Chloe Ong
Associate Consulting Director (APAC)
Reg no.: R22105510
EA No: 13C6684
Tell employers what skills you haveSales
Brokerage
Listings
Financial Planning
Relationship Management
Cantonese
Compliance
General Insurance
Banking
Consulting
Financial Advisory
Regulatory Requirements
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