Relationship Manager

5 days ago


Singapore SEARCH PERSONNEL PRIVATE LIMITED Full time

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
Bilingual in English and Mandarin to liaise with Chinese clients who can only speak mandarin.
Email to:

Do visit 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.: R
EA No: 13C6684
#J-18808-Ljbffr



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