Relationship Manager(Insurance & Investment)

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

Job summary

A leading financial consulting firm in Singapore seeks motivated individuals to join their team. This role focuses on client acquisition, managing financial portfolios, and ensuring customer satisfaction. Ideal candidates should have a diploma or degree, alongside strong communication and interpersonal skills. The position offers competitive compensation and opportunities for professional development.

Benefits

Competitive compensation package

Various incentive trips

Professional development and mentorship

Qualifications

• Passionate to make a difference.
• Adventurous, driven with entrepreneurial spirit.
• Outspoken with excellent communication & interpersonal skills.

Responsibilities

• Client acquisition through various prospecting strategies.
• Review prospective/existing client portfolio.
• Propose solutions and planning for client investment and insurance needs.
• Client management and retention.
• Attend and respond to customer queries professionally.
• Service and review financial portfolios.

Skills

Excellent communication skills

Interpersonal skills

Creative problem solving

Education

Diploma or Degree from a recognized institution

Job description

Role

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Benefits

• Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

Responsibilities

1. Client acquisition through various prospecting strategies.
2. Review prospective/existing client portfolio.
3. Propose solutions and planning for client investment and insurance needs.
4. Client management and retention.
5. Attend and respond to customer queries professionally.
6. Service and review financial portfolios in maintaining a long-term customer relationship.

Requirements

• Diploma or Degree from a recognized institution in any field
• Passionate to make a difference
• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
• Outspoken with excellent communication & interpersonal skills
• Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with your updated MS Word Resume to : [e-mail]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)