Client Relationship Executive – Wealth & Insurance Solutions

Placement Professionals; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

Placement Professionals, LLC is seeking a seasoned Client Relationship Executive/Manager (Financial Advisor) to build and nurture strong client partnerships in Singapore.

You will act as the primary liaison between clients and our organization, delivering wealth management guidance, insurance solutions, and cross-selling opportunities while ensuring regulatory compliance and superior service. Mandarin alongside English is preferred for China-focused interactions.

Formación

• 1 year and above of insurance sales experience.
• Experience in client-focused departments within banking, insurance, or financial institutions.
• Strong knowledge of insurance products, investment instruments and financial planning principles.
• Outstanding verbal and relational abilities with capacity to explain complex wealth management models.
• Strong organizational and time management skills with ability to manage multiple client accounts.

Responsabilidades

• Cultivate and preserve robust, enduring alliances with account holders through consistent interactions and customized solution management.
• Deliver holistic wealth management strategies tailored to each client's needs and profiles.
• Assess client financial situations and recommend appropriate insurance and financial products.
• Oversee consumer wealth portfolios while ensuring peak asset results and plan alignment.
• 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 opportunities for cross-selling and upselling while maintaining client-centric approach.
• Maintain accurate client records in compliance with regulatory requirements.
• Collaborate with internal teams to ensure seamless service delivery and client experience.
• Stay current with industry trends, regulatory changes and product developments.

Conocimientos

Client relationship management

Wealth planning

Cross-selling

Regulatory compliance

Investment knowledge

Educación

CMFAS licensing (Life & Health)

CMFAS General Insurance certificate

Finance/Business/Economics degree

Descripción del empleo

Placement Professionals, LLC is seeking a seasoned Client Relationship Executive/Manager (Financial Advisor) to build and nurture strong client partnerships in Singapore.

You will act as the primary liaison between clients and our organization, delivering wealth management guidance, insurance solutions, and cross-selling opportunities while ensuring regulatory compliance and superior service. Mandarin alongside English is preferred for China-focused interactions.