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

Poni Insurtech; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Flexible working arrangements

Professional development opportunities

Job summary

Poni Insurtech, headquartered in Singapore, seeks an experienced Client Relationship Executive/Manager (Financial Advisor) to join our growing client services team. This full-time role builds and maintains strong relationships with clients while delivering expert financial advisory services.

You will assess client financial situations, recommend appropriate insurance and investment products, prepare detailed plans, and collaborate with internal teams to ensure seamless service delivery.

Qualifications

• Experience in client services, financial advisory or relationship management within banking, insurance or financial services.
• 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.
• Demonstrated ability to build and maintain professional relationships with high levels of trust and credibility.
• Proficiency in relevant financial software and CRM platforms.
• Diploma or degree in Finance, Business, Economics or related field; CFP/CPF or financial advisory certifications are valued.
• Bilingual capabilities (English and Mandarin/other local languages) are preferred.

Responsibilities

• Manage and nurture client relationships with regular communication and personalised service.
• Provide comprehensive financial advisory services tailored to client needs.
• Assess client financial situations and recommend insurance and financial products.
• Prepare detailed financial plans and proposals based on client requirements.
• Conduct regular client reviews to ensure alignment with financial objectives.
• Collaborate with internal teams to ensure seamless service delivery.

Skills

Client relationship management

Financial advisory

Communication skills

CRM software proficiency

Education

Diploma or degree in Finance/Business/Economics

CFP/CPF or financial advisory certifications (valued)

Tools

CRM systems

Financial planning software

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

• 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

• Demonstrated ability to build and maintain professional relationships with high levels of trust and credibility

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

• Results-oriented mindset with proven track record of achieving client satisfaction and retention targets

• Proficiency in relevant financial software systems and CRM platforms

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

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

• Relevant professional certifications such as CFP, CPF or financial advisory qualifications are highly valued

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

• Bilingual capabilities (English and Mandarin/other local languages) are preferred

What we offer

We believe in fostering a supportive and inclusive workplace where our team members can thrive professionally and personally. At Poni Insurtech, we offer a competitive compensation package inclusive of base salary and performance-based incentives. We provide comprehensive health and wellness benefits, professional development opportunities including training programmes and industry certifications, and a collaborative work environment where your contributions are valued. We also offer flexible working arrangements to support work-life balance, career progression opportunities within a growing organisation, and access to the latest technologies in the insurance technology space. Our company culture emphasises customer focus and continuous improvement, creating an exciting environment to develop your career in financial advisory services.