Client Relationship Executive/Manager

STAR Recruitment Pte Ltd; Santo Niño 1st; Hybrid; PHP 420,000 - 650,000; Full time

Job summary

[Client company name not disclosed in HTML] seeks a Client Relationship Executive/Manager to build long-term client relationships, provide financial advisory services, and manage regulatory-compliant portfolios across Asia. The role requires insurance knowledge, strong communication, and cross-border coordination for Chinese-speaking clients.

Ideal candidates will have 1+ year in insurance-related client services, CMFAS certification, and a finance-focused degree, with experience in fintech or

Qualifications

• 1 year+ of insurance sales experience
• Experience in client services, financial advisory or relationship management within banking, insurance or financial services
• Strong knowledge of insurance products, investment instruments and financial planning principles
• Excellent communication and interpersonal skills able to explain complex financial concepts
• This role involves regular communication with clients and stakeholders in China, explaining products in their language
• Strong organisational and time management skills with ability to manage multiple client accounts

Responsibilities

• Build and maintain strong, long-term client relationships through regular communication and personalised service
• Provide comprehensive financial advisory services tailored to individual client needs
• Assess client financial situations and recommend insurance and financial products
• Manage client portfolios and ensure product performance and suitability
• Handle client inquiries promptly and professionally, resolving issues to ensure satisfaction
• Prepare detailed financial plans and proposals based on client requirements
• Conduct regular client reviews to align with financial objectives
• Identify cross-selling and upselling opportunities while maintaining a client-centric approach
• Maintain accurate client records and documentation in compliance with regulatory requirements
• Collaborate with internal teams to ensure seamless service delivery and positive client experience

Skills

Client relationship management

Financial advisory

Insurance products knowledge

Communication skills

Regulatory compliance

Time management

Education

Diploma/degree in Finance/Business/Economics

CMFAS Certification Life & Health Insurance (RES 5, HI, M9, M9A, M8, M8A)

Job description

About the role

This is a Client Relationship Executive/Manager (Non-Sales) within an international insurance technology platform. You will build and maintain strong, long-term relationships with clients through regular communication and personalised service delivery, providing comprehensive financial advisory services tailored to individual client needs and circumstances.

Headquartered in Singapore, our client is the international arm of a NASDAQ-listed company and a leading insurance technology platform connecting consumers, insurance carriers, and distribution partners digitally through data-driven, AI-powered solutions in Asia.

Key responsibilities

• Build and maintain strong, long-term relationships with clients through regular communication and personalised service delivery

• Provide comprehensive financial advisory services tailored to individual client needs and circumstances

• Assess client financial situations and recommend appropriate insurance and financial products

• Manage client portfolios and ensure optimal product performance and suitability

• Handle client inquiries and concerns promptly and professionally, resolving issues to ensure satisfaction

• Prepare detailed financial plans and proposals for clients based on thorough analysis of their requirements

• Conduct regular client reviews to ensure alignment with their financial objectives

• Identify opportunities for cross-selling and upselling while maintaining a client-centric approach

• Maintain accurate and up-to-date client records and documentation in compliance with regulatory requirements

• Collaborate with internal teams to ensure seamless service delivery and a positive client experience

About you

• 1 year and above of insurance sales experience

• Proven experience working in client services, financial advisory or relationship management roles within banking, insurance or financial services sectors

• Strong knowledge of insurance products, investment instruments and financial planning principles

• Excellent communication and interpersonal skills with ability to explain complex financial concepts clearly to diverse clients

• This role involves regular communication with clients and stakeholders based in China, explaining the products in their language.

• Strong organisational and time management skills with capability to manage multiple client accounts simultaneously

• Understanding of regulatory and compliance requirements in the financial services industry

• Diploma or degree qualification in Finance, Business, Economics or related field

• CMFAS Certification in Life and Health Insurance (RES 5, HI, M9, M9A, M8, M8A)

• Experience in the insurance technology sector or fintech environment would be advantageous

We regret to inform you that only shortlisted candidates will be notified.