About the Company
Our client is the Singapore-based international arm of a leading insurtech platform that connects consumers, insurance carriers, and distribution partners through data-driven, AI-powered digital solutions across Asia. With two decades of operating experience, the group has a presence across five markets in the region and has served millions of insurance customers to date.
About the Role
We are seeking an experienced HNW Relationship Manager to join our client services team. This role is central to building and maintaining strong relationships with clients while delivering expert financial advisory services. You will act as the bridge between the company and its clients, ensuring exceptional service delivery and driving client satisfaction and retention. This position plays an important part in our growth strategy within the insurance technology sector.
Key Responsibilities
Build and maintain strong, long-term client relationships through regular communication and personalised service
Provide comprehensive financial advisory services tailored to individual client needs and circumstances
Assess client financial situations and recommend suitable insurance and financial products
Manage client portfolios to ensure optimal product performance and suitability
Handle client inquiries and concerns promptly and professionally, resolving issues to ensure satisfaction
Prepare detailed financial plans and proposals based on thorough analysis of client requirements
Conduct regular client reviews to ensure continued alignment with their financial objectives
Identify cross-selling and upselling opportunities while maintaining a client-centric approach
Maintain accurate, up-to-date client records and documentation in compliance with regulatory requirements
Collaborate with internal teams to ensure seamless service delivery and client experience
Stay current with industry trends, regulatory changes, and product developments
Requirements
CMFAS Certificate in General Insurance (BCP, PGI, CGI)
CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A)
Minimum 1 year of insurance sales experience
Diploma or degree in Finance, Business, Economics, or a related field
Experience in client services, financial advisory, or relationship management within banking, insurance, or financial services
Strong knowledge of insurance products, investment instruments, and financial planning principles
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly to a diverse range of clients
Strong organisational and time management skills, with the ability to manage multiple client accounts simultaneously
Sound understanding of regulatory and compliance requirements in the financial services industry
If it sounds like your next move, please don’t hesitate to apply. Kindly note that only shortlisted candidates will be contacted. Appreciate your understanding. Data provided is for recruitment purposes only.
About Us
Dada Consultants was established in 2017, with the commitment of providing the best recruitment services in Singapore. We are comprised of a dynamic head-hunting team dedicated to sourcing for highly competent professionals in IT industry. We provide enterprises with customized talent solutions, and bring talents to career advancement.
www.dadaconsultants.com
EA Registration Number: R2197058
Business Registration Number: 201735941W.
Licence Number: 18S9037
Do you still think the boutique agency cannot advanced your own tech recruitment career?
Are you considering to change your career path from big agency to enjoy the best commission structure and working with best in class tech clients in Singapore?
Join US!
We are the Singapore based technology recruitment agency and specialised in providing talent solution for internet and technology industry. Our client portfolio are including the global internet technology giants, technology MNC and Tech startup. Whatever technology clients you are think of? Yes we do have!
Due to confidence and client demand in Singapore, we're looking for an experienced tech recruitment Consultant to join our team to service our clients across Asia Pacific.
In this role you'll help our clients identify & hire talent people not only with the right skills and experience, but also the right motivational and cultural fit - people who'll stay and perform.