[Urgent] Client Relationship Executive/Manager (Financial Advisor)

PONI FINANCIAL ADVISORY PTE. LTD.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Poni Singapore is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join a growing client services team in Singapore. You will build strong relationships, provide tailored financial advice, and manage client portfolios while ensuring regulatory compliance.

You will work with Mandarin-speaking clients and stakeholders based in China, leveraging knowledge of insurance products and investment instruments to support clients' financial goals.

Qualifications

• Minimum 1 year of insurance sales or client services experience.
• Strong communication and interpersonal skills.
• Ability to explain complex financial concepts clearly to clients.
• Knowledge of insurance products and financial planning principles.
• Proficiency in English and Mandarin is required.

Responsibilities

• Build and maintain strong, long-term client relationships with regular communication.
• Provide tailored financial advisory services to client needs and circumstances.
• Assess client financial situations and recommend appropriate products.
• Manage client portfolios and ensure compliance with regulatory requirements.
• Prepare detailed financial plans and proposals for clients.
• Conduct regular client reviews and identify cross-selling opportunities.

Skills

Communication skills

Relationship management

Financial advisory

Regulatory knowledge

Cross-selling

Bilingual English/Mandarin

Education

Diploma or degree in Finance/Business/Economics

Tools

CMFAS Certifications

Job description

Poni Singapore

Headquartered in Singapore, Poni Insurtech (“Poni”) is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With 20 years of operating track record, the group currently has a presence in five markets including China, Hong Kong, Vietnam, Singapore and Philippines, having facilitated over USD 4 billion of GWP and served over 11 million insurance customers to date.

About the role

Poni Insurtech is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join us. This is a full‑time position that plays a crucial role in building and maintaining strong relationships with our clients whilst providing expert services. As a key member of our client services team, you will be the bridge between Poni and our valued clients, ensuring exceptional service delivery and driving client satisfaction and retention. This role is essential to our growth strategy and directly impacts our business objectives in the competitive insurance technology sector.

Key responsibilities

• Build and maintain strong, long‑term relationships with clients through regular communication and personalised service delivery

• Provide comprehensive financial advisory services tailored to individual client needs and circumstances

• Assess client financial situations and recommend appropriate insurance and financial products

• Manage client portfolios and ensure optimal product performance and suitability

• Handle client inquiries and concerns promptly and professionally, resolving issues to ensure satisfaction

• Prepare detailed financial plans and proposals for clients based on thorough analysis of their requirements

• Conduct regular client reviews to ensure continued alignment with their financial objectives

• Identify opportunities for cross‑selling and upselling whilst maintaining client‑centric approach

• Maintain accurate and up‑to‑date client records and documentation in compliance with regulatory requirements

• Collaborate with internal teams to ensure seamless service delivery and client experience

• Stay current with industry trends, regulatory changes and product developments

What we're looking for

• 1 year and above of insurance sales experience.

• Proven experience working in client services, financial advisory or relationship management roles within banking, insurance or financial services sectors

• Strong knowledge of insurance products, investment instruments and financial planning principles

• Excellent communication and interpersonal skills with ability to explain complex financial concepts clearly to diverse clients

• Strong organisational and time management skills with capability to manage multiple client accounts simultaneously

• Understanding of regulatory and compliance requirements in the financial services industry

• Diploma or degree qualification in Finance, Business, Economics or related field

• CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A)

• CMFAS Certificate in General Insurance (BCP, PGI, CGI)

• Experience in the insurance technology sector or fintech environment would be advantageous

• Proficiency in English and Mandarin is required, as this role involves regular communication with Mandarin‑speaking clients and stakeholders based in China