Client Relationship Executive/Manager (Non-Sales)

star recruitment pte. ltd.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Star Recruitment Pte. Ltd. in Singapore seeks a Client Relationship Executive/Manager (Non-Sales) for an international insurance tech platform.

Build and maintain long-term client relationships, delivering personalised financial advisory services. You'll assess client needs, propose suitable insurance and investment products, manage portfolios, handle inquiries, and prepare financial plans. Regular reviews and cross-selling opportunities are included, with compliance and seamless service across

Qualifications

• 1 year and above of insurance sales experience.
• Experience in client services, financial advisory or relationship management in 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 clearly to diverse clients.
• Experience communicating with clients in China and explaining products in their language.
• 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).

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.

Skills

Client relationship management

Financial advisory

Insurance products knowledge

Communication skills

Regulatory compliance

Education

Finance / Business / Economics degree

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.