Client Relationship Manager - Insurance & Financial Advisory

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

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