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Relationship Manager (Wealth Management / Insurance / Trust Planning) - Up To $12,000 Basic + Commission - SEARCH PERSONNEL PRIVATE LIMITED

Relationship Manager (Wealth Management / Insurance / Trust Planning) - Up To $12,000 Basic + Commission - SEARCH PERSONNEL PRIVATE LIMITED

SEARCH PERSONNEL PRIVATE LIMITEDD18 Tampines, Pasir Ris, SG
11 days ago
Job description

Roles & Responsibilities

  • Position : Relationship Manager (Wealth Management / Insurance / Trust Planning) - Up To $12,000 Basic + Commission
  • Location : CBD – Robinson Road (Nearest MRT : Shenton Way & Tanjong Pagar)
  • Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
  • Salary (commensurate with experience) : Up to $12,000 Basic + Commission + Variable Bonus + 18-25 days annual leaves + Medical Benefits
  • Duration : Permanent
  • Industry : Integrated Insurance / Trust Management

Main Responsibilities :

  • Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
  • Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
  • Provide professional and quality advice to clients on their liquidity planning and insurance needs
  • Achieve annual target of net revenue or an amount agreed upon during the annual review
  • Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
  • Submit new business documents timely and accurately
  • Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner

    • Requirements :

  • Bachelor’s degree or above from Finance or related discipline
  • Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
  • Minimum of 10 years’ working experience in sales and / or relationship management experience preferably in the insurance or banking industry
  • Bilingual in English and Mandarin to liaise with Chinese clients who can only speak mandarin.

    • Email to : chloe@searchpersonnel.com.sg

    Do visit www.facebook.com / search.personnel for more job listings.

  • We do not charge our candidates any referral fee nor bind them with any contract.

    • Chloe Ong

    Associate Consulting Director (APAC)

    Reg no. : R22105510

    EA No : 13C6684

    Tell employers what skills you have

    Sales

    Brokerage

    Listings

    Financial Planning

    Relationship Management

    Cantonese

    Compliance

    General Insurance

    Banking

    Consulting

    Financial Advisory

    Regulatory Requirements

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    Relationship Manager • D18 Tampines, Pasir Ris, SG