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

Placement Professionals; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Placement Professionals, LLC is seeking a seasoned Client Relationship Executive/Manager (Financial Advisor) to build and nurture strong client partnerships in Singapore.

You will act as the primary liaison between clients and our organization, delivering wealth management guidance, insurance solutions, and cross-selling opportunities while ensuring regulatory compliance and superior service. Mandarin alongside English is preferred for China-focused interactions.

Qualifications

• 1 year and above of insurance sales experience.
• Experience in client-focused departments within banking, insurance, or financial institutions.
• Strong knowledge of insurance products, investment instruments and financial planning principles.
• Outstanding verbal and relational abilities with capacity to explain complex wealth management models.
• Strong organizational and time management skills with ability to manage multiple client accounts.

Responsibilities

• Cultivate and preserve robust, enduring alliances with account holders through consistent interactions and customized solution management.
• Deliver holistic wealth management strategies tailored to each client's needs and profiles.
• Assess client financial situations and recommend appropriate insurance and financial products.
• Oversee consumer wealth portfolios while ensuring peak asset results and plan alignment.
• Handle client inquiries promptly and professionally, resolving issues to ensure satisfaction.
• Prepare detailed financial plans and proposals based on client requirements.
• Conduct regular client reviews to align with financial objectives.
• Identify opportunities for cross-selling and upselling while maintaining client-centric approach.
• Maintain accurate client records 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.

Skills

Client relationship management

Wealth planning

Cross-selling

Regulatory compliance

Investment knowledge

Education

CMFAS licensing (Life & Health)

CMFAS General Insurance certificate

Finance/Business/Economics degree

Job description

Our Company

Based out of Singapore, our team serves as the global division of a prominent digital insurance architecture platform that links consumers, insurance carriers, and distribution agencies using data-centric and artificial-intelligence-driven infrastructure across Asia.

Backed by two decades of corporate history, our corporate group maintains active operations across five major regions, including China, Hong Kong, Vietnam, Singapore, and the Philippines, having cleared beyond USD 4 billion in Gross Written Premium and accommodated over 11 million consumers so far.

About the Role

Our team is actively hunting for a seasoned Client Relationship Executive/Manager (Financial Advisor) to step into this position.

This is a full-time position that plays a crucial role in building and maintaining strong relationships with our clients whilst providing expert services.

Operating as a vital component of our client-facing department, you will serve as the primary link between our organization and our treasured account holders, securing top-tier solutions and boosting consumer contentment and loyalty.

This post is vital to our market expansion blueprints and has a direct bearing on our strategic goals within the highly competitive insurance technology space.

Key responsibilities

• Cultivate and preserve robust, enduring alliances with account holders through consistent interactions and customized solution management.
• Deliver holistic wealth management strategies custom-tailored to the distinct demands and personal profiles of each client.
• Assess client financial situations and recommend appropriate insurance and financial products
• Oversee consumer wealth portfolios while guaranteeing peak asset results and continued plan alignment.
• 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.
• Demonstrated background working within client-focused departments, wealth consultancy, or account management sectors inside banking, insurance, or financial institutions.
• Strong knowledge of insurance products, investment instruments and financial planning principles
• Outstanding verbal and relational capabilities paired with the capacity to deconstruct intricate wealth management models clearly for varied client bases.
• 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
• Possession of CMFAS licensing credentials 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
• Fluency in both English and Mandarin is essential, given that this position requires routine interaction with Mandarin-speaking account holders and corporate entities located in China.