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The company is seeking a Relationship Manager specializing in insurance and investment to join their team. The role involves providing financial guidance, building client relationships, and helping clients achieve their financial goals. The position offers a competitive compensation package, including a monthly allowance, commission, incentives, and quarterly and year-end bonuses, along with opportunities for professional development and incentive trips. Candidates should have a passion for client service and financial advisory roles.
This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.
[This job id 19249 first appeared in Job-Q.com on 11 Jul 2026]
Relationship Manager(Investment) Offshore/Onshore
BENEFITS
ROLE
Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.
If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
RESPONSIBILITIES
1. Client acquisition through various prospecting strategies.
2. Review prospective/existing client portfolio.
3. Propose solutions and planning for client investment and insurance needs.
4. Client management and retention.
5. Attend and respond to customer queries professionally.
6. Service and review financial portfolios in maintaining a long-term customer relationship.
REQUIREMENTS
· Diploma or Degree from a recognized institution in any field
· Passionate to make a difference
· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
· Outspoken with excellent communication & interpersonal skills
· Equally motivated by working independently as well as collaborating in a team
We respect your privacy and all communication will be treated with confidentiality.
Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com
Kelvin (Reg. No. R1872625)
STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
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Job posting URL: https://singapore.job-q.com/jobs/detail/relationship-manager-insurance-investment-1
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