Client Relationship Executive/Manager

About the role

This is a Client Relationship Executive/Manager (Non-Sales) within an international insurance technology platform. You will build and maintain strong, long-term relationships with clients through regular communication and personalised service delivery, providing comprehensive financial advisory services tailored to individual client needs and circumstances.

Headquartered in Singapore, our client is the international arm of a NASDAQ-listed company and a leading insurance technology platform connecting consumers, insurance carriers, and distribution partners digitally through data-driven, AI-powered solutions in Asia.

Key responsibilities

• Build and maintain strong, long-term relationships with clients through regular communication and personalised service delivery
• Provide comprehensive financial advisory services tailored to individual client needs and circumstances
• Assess client financial situations and recommend appropriate insurance and financial products
• Manage client portfolios and ensure optimal product performance and suitability
• Handle client inquiries and concerns promptly and professionally, resolving issues to ensure satisfaction
• Prepare detailed financial plans and proposals for clients based on thorough analysis of their requirements
• Conduct regular client reviews to ensure alignment with their financial objectives
• Identify opportunities for cross-selling and upselling while maintaining a client-centric approach
• Maintain accurate and up-to-date client records and documentation in compliance with regulatory requirements
• Collaborate with internal teams to ensure seamless service delivery and a positive client experience

About you

• 1 year and above of insurance sales experience
• Proven experience working in client services, financial advisory or relationship management roles within banking, insurance or financial services sectors
• Strong knowledge of insurance products, investment instruments and financial planning principles
• Excellent communication and interpersonal skills with ability to explain complex financial concepts clearly to diverse clients
• Strong organisational and time management skills with capability to manage multiple client accounts simultaneously
• Understanding of regulatory and compliance requirements in the financial services industry
• Diploma or degree qualification in Finance, Business, Economics or related field
• CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A)
• CMFAS Certificate in General Insurance (BCP, PGI, CGI)
• Experience in the insurance technology sector or fintech environment would be advantageous

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1. Last Drawn Salary 2) Expected Salary 3) Reason(s) for Leaving 4) Availability Period

We regret to inform you that only shortlisted candidates will be notified.

EA Name: Steven Chan

Registration No. R1105423

EA License No. 08C5257