Relationship Manager

2 days ago

Singapore THE HACENS TALENT PTE. LTD. Full time

**YOUR NEW JOB**:

- Private Banker Relationships : Establish and cultivate strong, trust-based relationships with private bankers at top financial institutions.
- Referral Generation : Secure referrals from private bankers to UHNW individuals and families who would benefit from our insurance and financial services offerings.
- Client Relationship Management : Build rapport with UHNW clients and manage relationships to provide a seamless experience from introduction through to solution delivery.
- Solution Offering : Assess the financial needs of UHNW clients and deliver personalized insurance and wealth management solutions.
- Market Intelligence : Stay updated on the latest trends in the UHNW market and financial services to identify new opportunities and adapt strategies.
- Sales Strategy & Execution : Work closely with internal teams to develop sales strategies, track performance, and meet or exceed monthly and annual sales targets.
- Networking : Attend industry events, seminars, and networking functions to build and maintain a network of potential clients and referral sources.
- Targets : Consistently hitting & exceeding net revenue targets
- Compliance : Fulfill full compliance with applicable regulatory requirements & internal compliance policies
- Documentation : Submit all business documentation (especially for new business) timely & accurately
- Support other team members in various sales activities

**WHAT IS NEEDED FROM YOU**:

- At least 3 years experience in Insurance banking industry, doing wealth planning / sales / relationship management
- Proven experience selling within financial services or insurance industry, with UHNW clients.
- Established relationships with private bankers, wealth managers, and other financial professionals.
- Track record managing multi-million dollar portfolios.
- Strong knowledge of insurance and financial products tailored to UHNW clients.
- Excellent communication, negotiation, and interpersonal skills - with strong proficiency in English & Mandarin.
- Ability to independently drive business development & manage a sales pipeline.
- Demonstrated success in generating referrals and meeting sales targets.
- Bachelor’s degree or higher in Business, Finance, Economics, or related field.

**WHAT WILL MAKE YOU STAND OUT**:

- Current licensed Financial Adviser Representative able to advise on life policies & arrange contracts of life insurance
- Knowledge of the Singapore financial services market and UHNW needs.
- Strong understanding of financial planning, estate planning, and wealth protection strategies.
- Proficiency in Chinese for effective internal & external stakeholder communication and business correspondence
- Experience in the Private Banking Industry
- Professional certifications (e.g., CFP, CFA)

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