Client Relationship Manager

Income Insurance Limited; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services company based in Singapore seeks a Client Relationship Manager to provide high-value financial advisory services. The ideal candidate should have a degree or diploma and be passionate about helping clients achieve financial goals. Responsibilities include building long-lasting client relationships and participating in events to acquire new customers. This role values results-driven individuals and offers performance-based rewards.

Qualifications

• Degree or diploma in any discipline is required.
• 2 years of sales experience will be an added advantage.
• Must be passionate about helping customers improve financial competency.

Responsibilities

• Provide consultative financial advisory services to meet financial goals.
• Proactively offer insurance solutions to potential customers.
• Acquire new customers through events and workshops.

Skills

Consultative financial advisory

Sales experience

Good communication skills

Presentation skills

Interpersonal skills

Teamwork

Education

Degree or Diploma in any discipline

Tools

CMFAS qualification: M5, M9 & 9A HI, BCP, PGI & CGI

Job description

Join to apply for the Client Relationship Manager role at Income Insurance Limited

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Key Responsibilities Include:

• Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa
• Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
• Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
• Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
• Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualification:

• Degree or Diploma in any discipline
• 2 years’ sales experience will be an added advantage
• Passionate about helping customers achieve greater financial competency
• Able to manage relationships with HNW or Business owners
• Results driven and motivated by performance-based rewards
• Good communication, presentation and interpersonal skills
• Strong team work with a positive customer and corporate focused attitude
• Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI