Client Relationship Manager

  • Not Specified
  • Singapore
  • Permanent, Full time
  • Randstad Sourceright Singapore
  • 07 Dec 17 2017-12-07

Our client is globally recognized bank and they are expanding its team of bancassurance specialists. You will be offered an attractive commission structure, competitive base salary with environment that supports your career development. They offer some of the most challenging but exciting and rewarding opportunities!

Our client is globally recognized bank and they are expanding its team of bancassurance specialists. You will be offered an attractive commission structure, competitive base salary with environment that supports your career development. They offer some of the most challenging but exciting and rewarding opportunities in consumer banking.

  • You will support the Relationship Managers in evaluating customers’ needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
  • Design and recommend strategies to meet the objectives of the customers
  • He/She will work closely with the Relationship Managers and Personal Bankers to identify opportunities coach them on insurance concepts and products and meet their customer
  • Be the subject matter expert in addressing the customers’ financial needs
  • Ensure strict compliance with audit and statutory guidelines
  • Provide excellent customer service and banking experience

Qualifications

The ideal candidate will fit the following requirements:

  • Degree qualifications
  • At least 2 to 5 years sales experience in an insurance company or a financial institution
  • Familiar with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be an advantage
  • Possess proven sales record
  • Strong desire to achieve and have a disciplined approach to sales