Strategic Client Advisor – Insurance & Finance

Income Insurance Limited; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services company based in Singapore seeks a Client Relationship Manager to provide high-value financial advisory services. The ideal candidate should have a degree or diploma and be passionate about helping clients achieve financial goals. Responsibilities include building long-lasting client relationships and participating in events to acquire new customers. This role values results-driven individuals and offers performance-based rewards.

Qualifications

• Degree or diploma in any discipline is required.
• 2 years of sales experience will be an added advantage.
• Must be passionate about helping customers improve financial competency.

Responsibilities

• Provide consultative financial advisory services to meet financial goals.
• Proactively offer insurance solutions to potential customers.
• Acquire new customers through events and workshops.

Skills

Consultative financial advisory

Sales experience

Good communication skills

Presentation skills

Interpersonal skills

Teamwork

Education

Degree or Diploma in any discipline

Tools

CMFAS qualification: M5, M9 & 9A HI, BCP, PGI & CGI

Job description

A financial services company based in Singapore seeks a Client Relationship Manager to provide high-value financial advisory services. The ideal candidate should have a degree or diploma and be passionate about helping clients achieve financial goals. Responsibilities include building long-lasting client relationships and participating in events to acquire new customers. This role values results-driven individuals and offers performance-based rewards.