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Relationship Manager / Team Lead, Private Clients

salary Salary :

$5,000 - 11,000 monthly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Relationship Manager / Team Lead, Private Clients

Who we are

Diot-Siaci Asia is an insurance broker specializing in advisory and placement of protection solutions to a growing demand in the Singaporean and South-East Asia across personal, corporate and specialty lines.  

Established in Singapore since 2009, Diot-Siaci Asia is a branch of the Diot-Siaci Group, a leading European broker headquartered out of France operating in 72 cities around Europe, Africa, The Middle East and Asia. The Group counts 7,000 colleagues worldwide and manages over €10 billion in premium placed.

From its early days as an award-winning international health insurance specialist, Diot-Siaci Asia has evolved into a boutique broker with strong technical expertise and placement abilities across all major lines of insurance business, with an ever-present concern of improving our reach and capabilities along the way. With the support of an ambitious group that will keep growing both organically and through acquisitions, the company is now entering a new phase of development and expansion and is looking for skilled professionals to reinforce the current team.

What we offer

  • A competitive salary package with performance-based incentives
  • Wide growth perspectives in Singapore and beyond
  • Opportunities for career development and training
  • Comprehensive benefits coverage
  • Wellness programmes

Who we are looking for

We are seeking motivated and client-focused professionals to join our growing Private Clients team.

We have opportunities for both early-career candidates looking to build a successful career in insurance broking and experienced Relationship Manager seeking to take the next step into a Team Lead role, with responsibility for mentoring, developing and leading a small team.

In these roles, you will be responsible for generating new business opportunities, converting leads, managing a portfolio of renewal clients and building long-term client relationships to drive portfolio growth and retention.

You enjoy working with people and thrive in a client-facing environment. You take a consultative approach to understanding clients' needs, challenges, and priorities and are committed to delivering tailored insurance solutions and exceptional client service.

This is an excellent opportunity to join a growing business, build meaningful client relationships and make a tangible impact. Compensation will be competitive and commensurate with your qualifications, skills and relevant experience.

Key Responsibilities

  • Actively generate new business opportunities through referrals, networking and outreach to achieve individual sales targets and KPIs
  • Conduct face-to-face client meetings and build a strong sales pipeline to grow your portfolio
  • Convert inbound and outbound leads into new clients
  • Act as a brand ambassador for Diot-Siaci Asia
  • Manage and develop a portfolio of individual/private clients
  • Build and maintain long-term client relationships through regular engagement
  • Manage policy/contract renewals to ensure strong client retention
  • Identify cross-selling and up-selling opportunities within your portfolio
  • Provide tailored advice and solutions based on clients’ needs
  • Ensure timely follow-up on client inquiries and service requests
  • Maintain accurate and up-to-date records of client interactions and sales activities
  • Collaborate with internal teams to ensure smooth onboarding and service delivery
  • Support operational and administrative tasks, including preparation of proposals, renewal documentation, and client reports
  • Participate in ad-hoc projects and initiatives as assigned by the Company

Additional Responsibilities for Team Lead

  • Lead, guide and support a team of Relationship Managers on sales activities, client engagement and business development strategies.
  • Monitor team’s pipeline and sales activity to achieve individual and team performance objectives
  • Work closely with management to drive business growth, improve processes and support strategic initiatives.

Requirements

  • Diploma or Degree in any discipline.
  • Experience in insurance, financial services, sales, or a client advisory role is preferred.  Fresh graduates, as well as candidates from customer-facing industries such as hospitality, healthcare, airline cabin crew, luxury retail, and F&B, are encouraged to apply.
  • Strong communication, interpersonal, networking, and relationship-building skills.
  • Confident, client-focused, and able to build rapport and long-term relationships.
  • Well-organized, proactive, and able to manage multiple priorities in a fast-paced environment.
  • Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.
  • CGI, BCP, PGI, HI, CM-LIP (M9 & M9A), andM5/RES5 certifications are advantageous but not mandatory. Sponsorship for relevant certification examinations may be provided for suitable candidates.
  • Must be legally authorized to work in Singapore and not require work pass sponsorship.
  • For the Team Lead position - you will have prior people & team management experience who can mentor, develop and lead a small team while continuing to build and manage client relationships.

We look forward to receiving your application. Please note that priority will be given to candidates who meet the stated requirements.

Original job Relationship Manager / Team Lead, Private Clients posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

EXPAT INSURANCE PTE. LTD.

Expat Insurance was started in 2009 in response to a growing demand in Singapore’s expat community for coverage and protection that meets the unique needs of the globally mobile. From our early days as a one-woman show, it now boasts 30 employees and a thriving Employee Benefits team within our stab...

Read more about the company

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