This job offer is not available in your country.
Relationship Manager (Wealth Management / Insurance / Trust Planning) - Up To $12,000 Basic + Commission - D18 Tampines, Pasir Ris, SG
SEARCH PERSONNEL PRIVATE LIMITEDD18 Tampines, Pasir Ris, SG9 days ago
Job descriptionMaintain 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 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. We do not charge our candidates any referral fee nor bind them with any contract.
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 :
Requirements :
Email to : chloe@searchpersonnel.com.sg
Do visit www.facebook.com / search.personnel for more job listings.
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
Create a job alert for this search
Relationship Manager • D18 Tampines, Pasir Ris, SG
Related jobs
%20PTE.%20LIMITED)
- Promoted
Relationship Manager, Consumer Banking - Islandwide, SG
BANK OF CHINA LIMITEDIslandwide, SG We are looking for qualified wealth-planning professionals to join our Consumer Banking team.As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building ...Show moreLast updated: 3 days ago
- Promoted
Prestigious Wealth Management Relationship Manager
BANK OF CHINA LIMITEDIslandwide, SG We are looking for qualified wealth-planning professionals to join our Consumer Banking team.As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with peo...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager(HNW)
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 9 days ago
- Promoted
Wealth Planning Manager, Consumer Banking Group (240000HA)
DBS BANK LTD.Islandwide, SG You have our customers’ best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small.
Every decision of theirs matters to you, simply because i...Show moreLast updated: 6 days ago
- Promoted
Wealth Planning Manager, Consumer Banking Group (240000HA) - Islandwide, SG
DBS BANK LTD.Islandwide, SG You have our customers’ best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small.
Every decision of theirs matters to you, simply because i...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager - Large Corporates - TALENTVIS SINGAPORE PTE. LTD.
TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG This role focuses on building and managing relationships with top-tier Singapore corporates, including GLCs, TLCs, and leading companies in sectors such as Technology, Media & Telecom (TMT), Po...Show moreLast updated: 10 days ago
- Promoted
Relationship Manager(Insurance & Investment) - Islandwide, SG
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 2 days ago
- Promoted
Wealth Manager
ATHENA BEST FINANCIAL (SINGAPORE) PTE. LIMITEDD08 Little India, SG Develop knowledge on the suite of financial solutions to advise clients and prospects.Work directly with clients and prospects to achieve their financial goals.
Prepare and submit recommendations to...Show moreLast updated: 2 days ago
- Promoted
Wealth Planning Manager, Consumer Banking Group (240000HA) - DBS BANK LTD.
DBS BANK LTD.Islandwide, SG You have our customers’ best interests at heart.It is you they look to for counsel when making decisions about their finances, big or small.
Every decision of theirs matters to you, simply because i...Show moreLast updated: 6 days ago
- Promoted
Wealth Manager ( Financial Planning ) | Bukit MerahYZ11
THE SUPREME HR ADVISORY PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG Days (Mon – Fri : 9am-6pm; Sat is 9am till 1pm).Starting Salary : From $2,400 (Depends on experience & qualifications).Understanding the needs of the customers (individual & company).Analyse ...Show moreLast updated: 2 days ago
- Promoted
Wealth Manager ( Financial Planning ) | Bukit MerahYZ11 - THE SUPREME HR ADVISORY PTE. LTD.
THE SUPREME HR ADVISORY PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG Days (Mon – Fri : 9am-6pm; Sat is 9am till 1pm).Starting Salary : From $2,400 (Depends on experience & qualifications).Understanding the needs of the customers (individual & company).Analyse ...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager, Consumer Banking
BANK OF CHINA LIMITEDIslandwide, SG We are looking for qualified wealth-planning professionals to join our Consumer Banking team.As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building ...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager(Insurance & Investment) - STAR CAREER CONSULTING PTE. LTD.
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 9 days ago
- Promoted
Relationship Manager - Large Corporates - D09 Cairnhill, Orchard, River Valley, SG
TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG This role focuses on building and managing relationships with top-tier Singapore corporates, including GLCs, TLCs, and leading companies in sectors such as Technology, Media & Telecom (TMT), Po...Show moreLast updated: 10 days ago
- Promoted
Relationship Manager(Insurance & Investment)
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 3 days ago
- Promoted
Wealth Manager
TIMEOUT PTE. LTD.D14 Geylang, Eunos, SG Above & Beyond Partners A group of agency units of Prudential Financial Advisers Singapore Pte Ltd.Above & Beyond Partners is expanding our young and motivated team and we are searching for...Show moreLast updated: 6 days ago
- Promoted
Prestigious Wealth Management Relationship Manager - Islandwide, SG
BANK OF CHINA LIMITEDIslandwide, SG We are looking for qualified wealth-planning professionals to join our Consumer Banking team.As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with peo...Show moreLast updated: 3 days ago
- Promoted
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 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...Show moreLast updated: 9 days ago