Relationship Manager(Insurance & Investment)

Relationship Manager (Investment) Offshore/Onshore Job Summary Join our team to deliver exceptional financial guidance that empowers clients to achieve their financial goals and secure their futures. Make a positive impact in a client-focused environment. Responsibilities • Acquire new clients by implementing diverse prospecting strategies to expand the client base • Analyze and review prospective and existing client portfolios to identify opportunities and risks • Develop and propose tailored investment and insurance solutions aligned with client financial needs and goals • Manage and retain client relationships through proactive communication and personalized service • Respond professionally and promptly to client inquiries to maintain high satisfaction levels • Conduct regular portfolio reviews and service to support long-term client financial success Preferred competencies and qualifications • Diploma or Degree from a recognized institution in any field • Strong communication and interpersonal skills to engage clients effectively • Entrepreneurial mindset with creativity in problem-solving and openness to new ideas • Self-motivated to work independently and collaboratively within a team environment • Passionate about making a positive difference in clients’ financial lives Other Information Benefits • Competitive compensation package including monthly allowance, commission, incentives, quarterly and year-end bonuses • Opportunities for incentive trips • Potential to build a growing stream of recurring income • Professional development and mentorship programs to support career growth Recruiter Details Kelvin (Reg. No. R1872625) • STAR CAREER CONSULTING PTE LTD (EA License: 20C0353) • Please contact us or apply in confidence with your updated MS Word Resume to: kelvin@starcareerconsulting.com