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Relationship Manager (Taiwan) | HNW, Insurance, Liquidity Planning boutique broker & advisory firm
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Relationship Manager (Taiwan) | HNW, Insurance, Liquidity Planning boutique broker & advisory firm
the hacens talent pte. ltd.- Posted 2 days ago
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Job Description
YOUR NEW JOB
As a Relationship Manager, you'll provide tailored financial advisory focused on insurance and liquidity planning for HNW Taiwanese clients.
You'll build relationships with bankers, generate client referrals, and drive business growth.
This is a permanent full-time role, with an attractive first-dollar commission structure.
Based in Tanjong Pagar, working Monday to Friday, 9am to 6pm - with some travel to Taiwan required.
WHAT YOU'LL BE DOING
- Advise clients on insurance and liquidity planning solutions
- Build and maintain strong referral relationships with bankers
- Achieve agreed revenue targets annually
- Ensure full compliance with internal policies and MAS regulations
- Conduct timely policy reviews and ongoing client servicing
- Collaborate in team meetings, client presentations, and compliance reviews
WHAT IS NEEDED FROM YOU
- 5-8 years of sales or relationship management experience in insurance or banking
- Strong relationship-building and communication skills
- Proactive, self-motivated, and committed to client success
- Ability to manage multiple clients and meet deadlines
- Bachelor's degree in Finance or related field
WHAT WILL MAKE YOU STAND OUT
- Taiwanese proficiency for internal & external stakeholder communication
- Previous experience handling HNW clientele
- Valid MAS license (or willingness to obtain)
More Info
Key Skills
About Company
Skills:
Sales, universal life, Life Insurance, Market Knowledge, Business Development
Skills:
pitching, Time Management, Product Advisory, Portfolio Management, Bancassurance, Cross Selling, high net worth individuals, Identify Clients Needs, Product Knowledge, Technical Advice, Wealth Management, Helping Clients Succeed, Sales Process, wealth accumulation, Consultative Sales Approach, Financial Planning, Training Team Members, Active Listening, Sales Presentations, Analytical Thinking
Skills:
product compliance , Distributor Materials, Regulatory Requirements, Sales Kits, Product Marketing, Brand Governance, Life and Health Insurance, Proposal Forms, Digital Content, Marketing Collateral, Customer Communications
Skills:
sales kits, digital content, distribution teams, insurer branding standards, product communications, brand governance, proposal forms, distributor materials, distribution support, Marketing, customer forms, Marketing Collateral, Legal
Skills:
product compliance , digital content, sales kits, product brochures, brand governance, proposal forms, brand guidelines, distributor materials, distribution support, customer forms, Marketing Collateral, Legal