Relationship Manager(Insurance & Investment)

Location
Islandwide
Job Type
Full-time
Experience
Mid
Category
General
Salary
$4,000 - $15,000
Posted
5 days ago
Expires
Jul 25, 2026
Views
35

Job Details

Vacancies

5 positions

Experience Required

Minimum 1 year

Employment Type

Full-time

Job Description

Relationship Manager(Investment) Offshore/Onshore


BENEFITS

  • Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
  • Various incentive trips
  • Build a growing stream of recurring income
  • Professional development and Mentorship to break barriers


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 : [email protected]



Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Key Skills

Wealth Management Customer Relationship Sales Investment Advisory Lifestyle Unit Investment Trusts Financial Planning Interpersonal Skills Investments Wealth Accumulation

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STAR CAREER CONSULTING PTE. LTD.

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