Associate Director

Charles Monat Associates Pte Ltd; Santo Niño 1st; On-site; PHP 5,882,000 - 8,824,000; Full time

Job summary

Charles Monat Associates Pte Ltd in Singapore is seeking an experienced sales and relationship professional to manage referral networks within financial services. You will engage bankers, build durable partnerships, and provide clients with liquidity planning and insurance advice.

The role targets an annual revenue objective with MAS compliance, requiring strong communication, multi-tasking, and presentation skills developed over 5–10 years in insurance or banking.

Qualifications

• Degree holder or above in Finance or related discipline with MAS license preferred.
• 5–10 years of sales/relationship management experience in insurance or banking.
• Proactive, self-motivated with integrity and client focus.
• Strong relationship development/management, communication and presentation skills.
• Ability to multi-task and meet deadlines.

Responsibilities

• Maintain engagement of bankers to develop robust and sustainable referral relationships.
• Build ongoing development of new banker relationships to ensure a balanced referral source portfolio.
• Provide professional and quality advice to clients on liquidity planning and insurance needs.
• Achieve annual net revenue targets or as agreed during annual review.
• Fulfill full compliance with internal policies and MAS regulatory requirements.
• Input client, meeting and case file data timely into CRM system.
• Submit new business documents accurately and on time.
• Provide quality ongoing service to policyholders by conducting annual reviews.
• Support other team members in client meetings, medicals and presentations.

Skills

Relationship mgmt

Communication

Presentation skills

Multi-tasking

Education

Finance degree

Job description

Responsibilities

• Maintain consistent engagement of bankers in developing robust and sustainable referral relationships


• Build up ongoing development of new banker 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 internal compliance policies and procedures as well as the MAS regulatory requirements


• Input data of client, meeting and case file information timely and accurately into CRM system


• 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

• Degree holder or above from Finance or related discipline with valid MAS license is highly preferred


• Minimum 5-10 years’ working experience in sales and/ or relationship management experience preferably in the insurance or banking industry


• Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need


• Strong relationship development/ management, communication and presentation skills


• Demonstrated ability to multi-task and work under extreme deadlines