Strategic Relationship Growth Manager
1 week ago
A BETTER CO PTE. LTD. is seeking a skilled Strategic Relationship Growth Manager to join our team. As a key member of our HNW Team, you will be responsible for maintaining consistent engagement with clients and partners in developing robust and sustainable referral relationships.
Main Responsibilities
* 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.
* Support other team members in client meetings, medicals and presentations.
Requirements
* Bachelor's degree or above from Finance or related discipline
* Strong working experience in business development and/or relationship management experience preferably in the insurance or banking industry.
* Strong relationship development/management, communication and presentation skills.
About Us
A BETTER CO PTE. LTD. is a leading financial services company dedicated to providing exceptional service to our clients. We are committed to delivering innovative solutions that meet the evolving needs of our customers.
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