[Urgent] Client Relationship Executive/Manager (Financial Advisor)

Poni Singapore

Headquartered in Singapore, Poni Insurtech (“Poni”) is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia.  With 20 years of operating track record, the group currently has a presence in five markets including China, Hong Kong, Vietnam, Singapore and Philippines, having facilitated over USD 4 billion of GWP and served over 11 million insurance customers to date.

About the role

Poni Insurtech is seeking an experienced Client Relationship Executive/Manager (Financial Advisor) to join us. This is a full-time position that plays a crucial role in building and maintaining strong relationships with our clients whilst providing expert services. As a key member of our client services team, you will be the bridge between Poni and our valued clients, ensuring exceptional service delivery and driving client satisfaction and retention. This role is essential to our growth strategy and directly impacts our business objectives in the competitive insurance technology sector.

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 continued alignment with their financial objectives
• Identify opportunities for cross-selling and upselling whilst maintaining 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 client experience
• Stay current with industry trends, regulatory changes and product developments

What we're looking for

• 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
• Demonstrated ability to build and maintain professional relationships with high levels of trust and credibility
• Strong organisational and time management skills with capability to manage multiple client accounts simultaneously
• Results-oriented mindset with proven track record of achieving client satisfaction and retention targets
• Proficiency in relevant financial software systems and CRM platforms
• Understanding of regulatory and compliance requirements in the financial services industry
• Diploma or degree qualification in Finance, Business, Economics or related field
• Relevant professional certifications such as CFP, CPF or financial advisory qualifications are highly valued
• Experience in the insurance technology sector or fintech environment would be advantageous
• Bilingual capabilities (English and Mandarin/other local languages) are preferred

What we offer

We believe in fostering a supportive and inclusive workplace where our team members can thrive professionally and personally. At Poni Insurtech, we offer a competitive compensation package inclusive of base salary and performance-based incentives. We provide comprehensive health and wellness benefits, professional development opportunities including training programmes and industry certifications, and a collaborative work environment where your contributions are valued. We also offer flexible working arrangements to support work-life balance, career progression opportunities within a growing organisation, and access to the latest technologies in the insurance technology space. Our company culture emphasises customer focus and continuous improvement, creating an exciting environment to develop your career in financial advisory services.

Apply now

If you are a motivated financial advisor with strong client relationship management skills and a passion for delivering excellence in financial services, we would love to hear from you. Please submit your CV and any relevant certifications to our recruitment team. This is an urgent position, and we encourage qualified candidates to apply immediately.