Junior Broker

QUESS SELECTION & SERVICES PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services company in Singapore is seeking a motivated Junior Broker to assist in managing client portfolios and preparing proposals. The ideal candidate will support client onboarding and collaborate closely with senior brokers to ensure high service standards. Applicants should possess a relevant degree and strong communication skills. This is an excellent opportunity to kickstart a career, with exposure to the financial and insurance markets.

Qualifications

• 1-3 years of experience in insurance, brokerage, banking, or financial services preferred.
• Fresh graduates with strong interest may also apply.
• Strong sense of accountability and professionalism.

Responsibilities

• Assist brokers in preparing quotations, proposals, and policy documentation.
• Coordinate with insurers and clients to gather required information.
• Help source and compare investment solutions based on client needs.
• Prepare presentation decks and maintain client portfolio records.

Skills

Strong communication skills

Organisational abilities

Detail-oriented

Proficiency in Microsoft Office

Education

Diploma or Bachelor’s Degree in Business, Finance, Economics, or related field

Tools

CRM systems

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

We are looking for a motivated and detail-oriented Junior Broker to support our broking team in managing client portfolios, preparing proposals, and coordinating transactions. This role offers excellent exposure to the financial and insurance markets, with opportunities to learn from experienced brokers and develop into a full-fledged broking professional.

If you’re analytical, customer-focused, and keen to grow your career in the financial industry, this is an ideal starting point.

Key Responsibilities

Client Servicing & Support

• Assist brokers in preparing quotations, proposals, and policy documentation.
• Coordinate with insurers, underwriters, and clients to gather required information.
• Support client onboarding, renewal processes, and policy servicing activities.
• Respond to client queries promptly and ensure a high standard of service delivery.

Market & Transaction Support

• Help source and compare investment solutions based on client needs.
• Liaise with internal departments to ensure smooth processing of applications and transactions.
• Maintain up-to-date records of client portfolios and correspondence.
• Track and follow up on outstanding quotations, payments, and documentation.

Administrative & Analytical Tasks

• Prepare presentation decks, market comparisons, and policy summaries for client meetings.
• Assist in data entry, reporting, and account maintenance in CRM systems.
• Support the preparation of broking slips, policy schedules, and renewal reports.
• Monitor policy expiry dates and assist with renewal reminders.

Team Collaboration

• Work closely with senior brokers and relationship managers on day-to-day operations.
• Coordinate with compliance, operations, and finance teams to ensure documentation accuracy.
• Participate in team meetings, training sessions, and product briefings.

Requirements

• Diploma or Bachelor’s Degree in Business, Finance, Economics, or a related field.
• 1–3 years of experience in insurance, brokerage, banking, or financial services preferred (fresh graduates with strong interest may also apply).
• Strong communication and interpersonal skills.
• Good organisational and multitasking abilities.
• Proficient in Microsoft Office (Excel, PowerPoint, Word).
• Detail-oriented with a strong sense of accountability and professionalism.

Added Advantages

• Knowledge of insurance products, financial instruments, or wealth planning solutions.
• Experience using CRM systems or policy administration software.
• Familiarity with regulatory and compliance processes in financial services.