Relationship Manager

Company Description CapitaSafe Pte Ltd is dedicated to helping individuals obtain the highest possible value for their life insurance policies when they choose to surrender them. The company emphasizes prompt, professional service and efficient payment processes to support clients during important financial decisions. CapitaSafe prioritizes the safety and security of clients’ capital, maintaining trustworthy and transparent practices. Team members work in a client-focused environment where reliability, integrity, and responsiveness are central to the business.

Role Description The Relationship Manager is a full-time, on-site role based in Singapore. This position is responsible for managing and expanding a portfolio of clients providing clear guidance on options and value maximization. Day-to-day tasks include conducting client meetings, explaining products and services, assessing client needs, and coordinating with internal teams to ensure timely processing and payment. The Relationship Manager will handle client inquiries, maintain accurate records, and follow up proactively to ensure a seamless client experience. The role also involves strengthening long-term relationships, identifying opportunities for business growth, and upholding regulatory and compliance standards.

Qualifications

• Strong client relationship management skills, including active listening, empathy, and the ability to build trust with diverse clients.
• Solid communication skills, with clear, professional verbal and written communication and the ability to explain complex financial concepts in simple terms.
• Experience or knowledge in financial services, insurance, or wealth management, particularly life insurance products and policy surrender processes.
• Good organizational and time-management skills, with attention to detail and ability to handle multiple client cases simultaneously.
• Proficiency in basic office software and CRM tools to manage client records and track follow-ups.
• Ability to work collaboratively with internal teams, including operations and compliance, to deliver efficient and accurate service.
• Relevant diploma or degree in finance, business, economics, or a related field; professional certifications in insurance or financial planning are an advantage.
• Comfort working in an on-site, client-facing environment in Singapore, with a high level of integrity and commitment to ethical practices.