Client Relationship Managers - Full Time Corporate Staff

At Poni Singapore, we empower driven professionals to reach new heights—whether you aspire to climb the corporate ladder or carve your own path in the dynamic world of financial services. As a Client Relationship Manager, you’ll deliver tailored financial planning solutions to our high-value clients, helping them achieve their financial goals while building a thriving career of your own.

• Job Types : Full time corporate staff
• Basic salary, CPF and performance-based incentives and bonuses.
• Structured training program.
• Employee welfare, health insurance & corporate medical benefits.
• Opportunity to make a significant impact in a growing industry. Good career progression to management role.

• Client Relationship Management - Build and nurture long-term partnerships with corporate and individual clients, acting as their main point of contact.
• Needs-Based Advisory - Analyze clients’ financial data, understand their goals and challenges, and provide tailored insurance solutions.
• Dialogue with our clients to understand their business objectives and challenges.
• Present value-proposition to sales leads and current customers.
• Prospect for new sales leads and close sales.
• Performance Excellence – Achieve targets in sales, service quality, and operational standards while upholding the highest ethical and professional practices.

Requirements/ Qualifications:

• CMFAS Certificate in General Insurance (BCP, PGI, CGI).
• CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
• 1 year and above of insurance sales experience
• Minimum 21 yrs old

Soft Skills:

• Customer oriented, sharp mind and superior communication skills
• Hungry with high sense of urgency
• Ability to perform in a fast-paced and growth-charged startup environment
• Passionate about Financial Wellness, FinTech and InsurTech
• Being bilingual is a bonus.