Relationship Manager (Wealth Management/Insurance/Trust Planning) - Up To $12,000 Basic + Commission

SEARCH PERSONNEL PRIVATE LIMITED; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading recruitment agency in Singapore is seeking a Relationship Manager (Wealth Management/Insurance/Trust Planning) to maintain and develop client relationships. The role offers a competitive salary of up to $12,000 plus commission and bonuses. Candidates must have a Bachelor’s degree, 10 years of experience in sales or relationship management, and be bilingual in English and Mandarin. This position is permanent and based in the CBD.

Benefits

18-25 days annual leave

Medical benefits

Variable bonus

Qualifications

• At least 10 years' experience in sales and/or relationship management.
• Must obtain a valid MAS licence upon employment.
• Strong communication skills with Chinese clients.

Responsibilities

• Maintain engagement with clients for referrals.
• Develop new client relationships.
• Provide advice on liquidity planning and insurance needs.
• Achieve annual revenue targets.
• Ensure compliance with internal and regulatory requirements.
• Conduct annual policy reviews.

Skills

Bilingual in English and Mandarin

Sales experience

Relationship management

Education

Bachelor’s degree or above from Finance or related discipline

Job description

Position: Relationship Manager (Wealth Management/Insurance/Trust Planning) - Up To $12,000 Basic + Commission

Location: CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)

Working hours: Monday to Friday | 9am to 5.45pm (with 2 days Per Month)

Salary (commensurate with experience): Up to $12,000 Basic + Commission + Variable Bonus + 18-25 days annual leaves + Medical Benefits

Duration: Permanent

Industry: Integrated Insurance/Trust Management

Main Responsibilities

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
• Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner

Requirements

• Bachelor’s degree or above from Finance or related discipline
• Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
• Minimum of 10 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry
• Bilingual in English and Mandarin to liaise with Chinese clients who can only speak mandarin.

Email to: [e-mail]

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***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684