- Clementi West Region (Singapore) Singapore
Full Time Client Relationship Executive-Manager (FARMER) Jobs, Salary up to SGD 5,000 in DADACONSULTANTS PTE. LTD. West Region (Singapore) - Maukerja
Client Relationship Executive-Manager (FARMER)
DADACONSULTANTS PTE. LTD.
Share
Save
Working Location
Job Description
Responsibilities
About the role
We are representing our client in search for an experienced Client Relationship Executive/Manager (Financial Advisor) to join us. This 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 Organization 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 personalized 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
Requirements/ Qualifications
CMFAS Certificate in General Insurance (BCP, PGI, CGI).
CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
1 year and above of insurance sales experience.
Other Skills
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
Regret to inform that only shortlisted candidates will be notified.
*************
EA Registration Number: R1878287
Business Registration Number: 201735941W.
Do you still think the boutique agency cannot advanced your own tech recruitment career?
Are you considering to change your career path from big agency to enjoy the best commission structure and working with best in class tech clients in Singapore?
Join US!
We are the Singapore based technology recruitment agency and specialised in providing talent solution for internet and technology industry. Our client portfolio are including the global internet technology giants, technology MNC and Tech startup. Whatever technology clients you are think of? Yes we do have!
Due to confidence and client demand in Singapore, we're looking for an experienced tech recruitment Consultant to join our team to service our clients across Asia Pacific.
In this role you'll help our clients identify & hire talent people not only with the right skills and experience, but also the right motivational and cultural fit - people who'll stay and perform.
We are representing our client in search for an experienced Client Relationship Executive/Manager (Financial Advisor) to join us. This 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 Organization 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 personalized 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
Requirements/ Qualifications
CMFAS Certificate in General Insurance (BCP, PGI, CGI).
CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
1 year and above of insurance sales experience.
Other Skills
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
Regret to inform that only shortlisted candidates will be notified.
*************
EA Registration Number: R1878287
Business Registration Number: 201735941W.
Do you still think the boutique agency cannot advanced your own tech recruitment career?
Are you considering to change your career path from big agency to enjoy the best commission structure and working with best in class tech clients in Singapore?
Join US!
We are the Singapore based technology recruitment agency and specialised in providing talent solution for internet and technology industry. Our client portfolio are including the global internet technology giants, technology MNC and Tech startup. Whatever technology clients you are think of? Yes we do have!
Due to confidence and client demand in Singapore, we're looking for an experienced tech recruitment Consultant to join our team to service our clients across Asia Pacific.
In this role you'll help our clients identify & hire talent people not only with the right skills and experience, but also the right motivational and cultural fit - people who'll stay and perform.
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.
Learn More