Junior Broker: Grow Client Portfolios & Transactions

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

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.