Director - Relationship Manager (Private Wealth Management)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role is with a well-established insurance broker firm that partners with private banks to deliver wealth preservation solutions to private banking clients. The position focuses on client acquisition, advisory, and relationship management within the insurance and financial services space.

You will work closely with clients and insurers to provide suitable coverage solutions while ensuring compliance with regulatory standards.
This role combines sales, advisory, and client management, requiring the ability to deliver tailored insurance solutions while maintaining strong partnerships with both clients and insurers.

Key Responsibilities

• Prospect for new business through sales and marketing activities, while identifying cross-selling opportunities
• Build and maintain relationships with clients, understanding their insurance needs
• Provide professional advice on insurance products and recommend appropriate solutions
• Ensure all activities comply with regulatory requirements and industry standards
• Collaborate with insurance underwriters to secure optimal terms and coverage for clients

Requirements

• A Bachelor's Degree in Business or Finance
• At least 5 years of experience in the banking and financial services industry
• Strong communication and interpersonal skills
• Good organisational ability with attention to detail
• Proven sales performance and ability to manage multiple clients and policies