Relationship Manager(Insurance & Investment)

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation package

Opportunities for incentive trips

Professional development and mentorship programs

Job summary

Star Career Consulting Pte. Ltd. in Singapore is seeking a Relationship Manager (Investment) to provide exceptional financial guidance and help clients achieve their financial goals. The role involves acquiring new clients, analyzing portfolios, and proposing tailored investment solutions. Candidates should possess a diploma or degree and strong communication skills. Competitive compensation includes allowances, commissions, and bonuses, along with professional development opportunities.

Qualifications

• Strong communication and interpersonal skills to engage clients effectively.
• Entrepreneurial mindset with creativity in problem-solving and openness to new ideas.
• Self-motivated to work independently and collaboratively within a team environment.

Responsibilities

• Acquire new clients by implementing diverse prospecting strategies.
• Analyze and review client portfolios to identify opportunities and risks.
• Develop and propose tailored investment and insurance solutions.
• Manage and retain client relationships through proactive communication.
• Conduct regular portfolio reviews to support long-term client success.

Skills

Strong communication skills

Interpersonal skills

Problem-solving creativity

Self-motivation

Education

Diploma or Degree from a recognized institution

Job description

Relationship Manager (Investment) Offshore/Onshore

Job Summary

Join our team to deliver exceptional financial guidance that empowers clients to achieve their financial goals and secure their futures. Make a positive impact in a client-focused environment.

Responsibilities

• Acquire new clients by implementing diverse prospecting strategies to expand the client base
• Analyze and review prospective and existing client portfolios to identify opportunities and risks
• Develop and propose tailored investment and insurance solutions aligned with client financial needs and goals
• Manage and retain client relationships through proactive communication and personalized service
• Respond professionally and promptly to client inquiries to maintain high satisfaction levels
• Conduct regular portfolio reviews and service to support long-term client financial success

Preferred Competencies and Qualifications

• Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills to engage clients effectively
• Entrepreneurial mindset with creativity in problem‑solving and openness to new ideas
• Self‑motivated to work independently and collaboratively within a team environment
• Passionate about making a positive difference in clients’ financial lives

Benefits

• Competitive compensation package including monthly allowance, commission, incentives, quarterly and year‑end bonuses
• Opportunities for incentive trips
• Potential to build a growing stream of recurring income
• Professional development and mentorship programs to support career growth