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Client Relationship Manager (HNW/Private/Corporate Banking) - Up to $12,000 + Commission

SEARCH PERSONNEL PRIVATE LIMITED

Open D18 Tampines, Pasir Ris $8,000.00 - $12,000.00

Posted: June 27, 2025

Job Description

  • Position : Client Relationship Manager (HNW/Private/Corporate Banking) - Up to $12,000 + Commission
  • Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
  • Working hours : Monday to Friday | 9am to 5.45pm (with 2 days Per Month)
  • Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits
  • Duration : Permanent
  • Industry : Integrated Insurance Brokerage


Main Responsibilities:

  • Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
  • Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
  • Provide professional and quality advice to clients on their liquidity planning and insurance needs
  • Achieve annual target of net revenue or an amount agreed upon during the annual review
  • Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
  • Submit new business documents timely and accurately
  • Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner

Requirements:

  • Bachelor’s degree or above from Finance or related discipline
  • Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
  • Minimum 10-15 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry
  • Bilingual in English and Mandarin to liaise with associates who can only speak mandarin.
  • Proficiency in Cantonese a plus


Email to: [email protected]


Do visit www.facebook.com/search.personnel for more job listings.


***We do not charge our candidates any referral fee nor bind them with any contract.***


Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

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