Client Relationship Manager (HNW/Wealth Management/Family Office) - Up to $12000 - ref. a03318903
- Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
- Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)
- Salary (commensurate with experience) : Up to $12,000 + Commission +Variable Bonus + 18-25 days annual leaves + Medical Benefits
- Duration : Permanent
- Industry : Family Office - Private wealth 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 10-15 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 associates who can only speak mandarin.
- Proficiency in Cantonese a plus
Email to: [email protected]
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***We do not charge our candidates any referral fee nor bind them with any contract.***
Chloe Ong
Associate Consulting Director (APAC)
Reg no.: R22105510EA No: 13C6684
Thank you for your interest in this position. Our shortlisting period is 3 working days. Only shortlisted candidates will be contacted for further consideration.
If you do not receive communication from us within this timeframe, it's likely that your application has not been shortlisted by our client. In such cases, we recommend that you continue your job search to maximize your opportunities. We wish you all the best and should we have any suitable roles that match your experiences/ qualifications/ preferences, we will reach out to you.