Client Relationship Manager

  • Job category
    Banking and Finance, Customer Service, Sales / Retail
  • Job level
    Senior Executive
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$3000 - S$4000

Job Description

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.

Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

  • Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa
  • Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
  • Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
  • Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
  • Maintaining long-lasting relationships with both existing and potential customers & business owners


  • Degree or Diploma in any discipline
  • 2 years’ sales experience will be an added advantage
  • Passionate about helping customers achieve greater financial competency
  • Able to manage relationships with HNW or Business owners
  • Results driven and motivated by performance-based rewards
  • Good communication, presentation and interpersonal skills
  • Strong team work with a positive customer and corporate focused attitude
  • Relevant CMFAS qualification : M5, M9, M9A, HI, BCP, PGI & CGI

Closing on 03 Nov 2021

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