Perm - Business Development Executive (Insurance) - Up to $3800 #NKA

Recruit Express Pte Ltd; Singapore; Presencial; SGD 39.000 - 46.000; Tempo integral

Resumo da vaga

Recruit Express Pte Ltd is recruiting a dedicated individual to support a Financial Advisor in managing relationships with high-net-worth clients from Tanjong Pagar, Singapore. The role is on-site and pays up to SGD 3,800 per month.

You will handle client follow-ups, meetings, document preparation, and coordination with insurers to ensure smooth servicing and proactive business development.

Responsabilidades

• Support the Financial Advisor in managing and building relationships with HNW clients
• Follow up with existing clients and potential clients on enquiries and appointments
• Assist the FA in arranging client meetings and preparing documents/presentations
• Identify new business opportunities through referrals, networking and events
• Assist with insurance applications, policy documentation and after-sales servicing
• Coordinate with insurers and internal teams on client requests and applications
• Maintain client records and follow up on leads
• Support client events and other business development activities
• Perform other duties as assigned by the Financial Advisor

Descrição da vaga

Location: Tanjong Pagar

Salary: Up to $3800

Job Responsibilities:

• Support the Financial Advisor in managing and building relationships with HNW clients
• Follow up with existing clients and potential clients on enquiries and appointments.
• Assist the FA in arranging client meetings and preparing documents/presentations.
• Identify new business opportunities through referrals, networking and events.
• Assist with insurance applications, policy documentation and after-sales servicing.
• Coordinate with insurers and internal teams on client requests and applications.
• Maintain client records and follow up on leads.
• Support client events and other business development activities.
• Perform other duties as assigned by the Financial Advisor.

Ally (Kubota Ayako)

CEI Reg. No. R26161457

EA Lic: 99C4599

Recruit Express Pte Ltd