Client Relationship Manager, Insurance & FinTech (Mandarin)

PONI FINANCIAL ADVISORY PTE. LTD.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Poni Singapore is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join a growing client services team in Singapore. You will build strong relationships, provide tailored financial advice, and manage client portfolios while ensuring regulatory compliance.

You will work with Mandarin-speaking clients and stakeholders based in China, leveraging knowledge of insurance products and investment instruments to support clients' financial goals.

Qualifications

• Minimum 1 year of insurance sales or client services experience.
• Strong communication and interpersonal skills.
• Ability to explain complex financial concepts clearly to clients.
• Knowledge of insurance products and financial planning principles.
• Proficiency in English and Mandarin is required.

Responsibilities

• Build and maintain strong, long-term client relationships with regular communication.
• Provide tailored financial advisory services to client needs and circumstances.
• Assess client financial situations and recommend appropriate products.
• Manage client portfolios and ensure compliance with regulatory requirements.
• Prepare detailed financial plans and proposals for clients.
• Conduct regular client reviews and identify cross-selling opportunities.

Skills

Communication skills

Relationship management

Financial advisory

Regulatory knowledge

Cross-selling

Bilingual English/Mandarin

Education

Diploma or degree in Finance/Business/Economics

Tools

CMFAS Certifications

Job description

Poni Singapore is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join a growing client services team in Singapore. You will build strong relationships, provide tailored financial advice, and manage client portfolios while ensuring regulatory compliance.

You will work with Mandarin-speaking clients and stakeholders based in China, leveraging knowledge of insurance products and investment instruments to support clients' financial goals.