Strategic Relationship Developer, Private Wealth Solutions

3 weeks ago


Singapore A BETTER CO PTE. LTD. Full time
Private Wealth Relationship Manager

At A Better Co Pte. Ltd., we are seeking an experienced Private Wealth Relationship Manager to join our team. As a key member of our Private Wealth team, you will be responsible for developing and maintaining strong relationships with our clients and partners. Your primary objective will be to build a robust and sustainable referral source portfolio and provide professional advice to clients on their liquidity planning and insurance needs.

Key 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
  • Support other team members in client meetings, medicals, and presentations

Requirements:
  • Bachelor's degree or above from Finance or related discipline
  • Valid MAS licence required
  • Minimum 10 years' working experience in sales and/or relationship management experience preferably in the private insurance or banking industry
  • Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients' needs
  • Strong relationship development/management, communication, and presentation skills

About Us:
A Better Co Pte. Ltd is a fast-growing Financial Wealth Consultancy Brokerage expanding its Private Wealth Team. We are committed to delivering exceptional service and building long-lasting relationships with our clients and partners. If you are a motivated and experienced relationship manager looking for a new challenge, we encourage you to apply for this exciting opportunity.

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