Relationship Manager(Insurance & Investment)

Relationship Manager (Investment) Offshore/Onshore

Job Summary

Join our team to deliver exceptional financial guidance that empowers clients to achieve their financial goals and secure their futures. Make a positive impact in a client-focused environment.

Responsibilities

• Acquire new clients by implementing diverse prospecting strategies to expand the client base
• Analyze and review prospective and existing client portfolios to identify opportunities and risks
• Develop and propose tailored investment and insurance solutions aligned with client financial needs and goals
• Manage and retain client relationships through proactive communication and personalized service
• Respond professionally and promptly to client inquiries to maintain high satisfaction levels
• Conduct regular portfolio reviews and service to support long-term client financial success

Preferred competencies and qualifications

• Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills to engage clients effectively
• Entrepreneurial mindset with creativity in problem-solving and openness to new ideas
• Self-motivated to work independently and collaboratively within a team environment
• Passionate about making a positive difference in clients’ financial lives

Other Information

Benefits

• Competitive compensation package including monthly allowance, commission, incentives, quarterly and year-end bonuses
• Opportunities for incentive trips
• Potential to build a growing stream of recurring income
• Professional development and mentorship programs to support career growth

Recruiter Details Kelvin (Reg. No. R1872625)

• STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
• Please contact us or apply in confidence with your updated MS Word Resume to: [email protected]