Wealth & Insurance Relationship Manager

PLACEMENT PROFESSIONALS; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Descripción de la vacante

PLACEMENT PROFESSIONALS in Singapore is seeking a seasoned Client Relationship Executive/Manager (Financial Advisor) to build and maintain strong client relationships and deliver expert wealth management guidance. You will serve as the primary liaison between clients and our organization, delivering tailored solutions and ensuring client satisfaction within the insurance technology space.

The role requires deep knowledge of insurance products, investment instruments, and financial planning

Formación

• 1+ year of insurance sales experience.
• Strong knowledge of insurance products, investment instruments and financial planning principles.
• Fluency in English and Mandarin essential for Mandarin-speaking clients in China.
• Outstanding interpersonal and communication skills with ability to explain complex wealth models clearly.
• CMFAS licensing credentials are required.

Responsabilidades

• 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 and ensure peak asset results and plan alignment.
• Handle client inquiries promptly, resolving issues to ensure satisfaction.
• Prepare detailed financial plans and proposals based on client requirements.
• Conduct regular client reviews to ensure alignment with financial objectives.
• Identify opportunities for cross-selling and upselling while maintaining a client-centric approach.
• Maintain accurate 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.

Conocimientos

Insurance sales

Client management

Relationship building

Communication

Educación

Finance, Business or Economics degree

CMFAS Life & Health licenses

CMFAS General Insurance certificates

Descripción del empleo

PLACEMENT PROFESSIONALS in Singapore is seeking a seasoned Client Relationship Executive/Manager (Financial Advisor) to build and maintain strong client relationships and deliver expert wealth management guidance. You will serve as the primary liaison between clients and our organization, delivering tailored solutions and ensuring client satisfaction within the insurance technology space.

The role requires deep knowledge of insurance products, investment instruments, and financial planning