Banker / Bancassurance / Relationship Manager [WFH Flexible Hours]
$ 5,000 - $ 5,000 / Per Mon
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We’re seeking ambitious Bankers, Bancassurance, and Relationship Managers to join our team, specializing in Insurance and Investment Sales. If you excel in building client relationships and delivering targeted financial solutions, this is the opportunity for you!
Key Responsibilities
Client Acquisition & Engagement: Connect with clients, understand their financial goals, and recommend insurance and investment products.
Bancassurance & Wealth Solutions: Offer a range of bancassurance products, including life and health insurance, as well as investment plans tailored to client needs.
Portfolio Oversight: Manage client portfolios, aligning strategies with market trends and personal financial objectives.
Cross-Selling Opportunities: Identify ways to expand client portfolios through additional financial products.
Compliance & Documentation: Maintain accuracy and adhere to all regulatory requirements in client transactions.
What We’re Looking For
Education: Diploma or degree in Banking, Finance, or Business.
Sales Focus: Sales experience, especially in finance or insurance, is a plus; entry-level candidates with strong motivation are welcome.
People-Centric: Excellent communication and interpersonal skills.
Commitment to Excellence: Ethical, client-focused approach with a drive for results.
Eligibility: Singapore citizens or PRs preferred.
Why Choose Us?
Competitive Earnings: Basic salary with high-commission potential and performance-based incentives.
Growth Opportunities: Access to training, mentorship, and clear career paths to leadership roles.
Supportive Team: Work within a collaborative environment with a focus on professional development.
Exclusive Perks: Attractive benefits, travel incentives, and rewards for top achievers.
EA Personnel Name: Cynthia
EA Personnel No: R24125399
EA License No: 24C2489
Key Responsibilities
Client Acquisition & Engagement: Connect with clients, understand their financial goals, and recommend insurance and investment products.
Bancassurance & Wealth Solutions: Offer a range of bancassurance products, including life and health insurance, as well as investment plans tailored to client needs.
Portfolio Oversight: Manage client portfolios, aligning strategies with market trends and personal financial objectives.
Cross-Selling Opportunities: Identify ways to expand client portfolios through additional financial products.
Compliance & Documentation: Maintain accuracy and adhere to all regulatory requirements in client transactions.
What We’re Looking For
Education: Diploma or degree in Banking, Finance, or Business.
Sales Focus: Sales experience, especially in finance or insurance, is a plus; entry-level candidates with strong motivation are welcome.
People-Centric: Excellent communication and interpersonal skills.
Commitment to Excellence: Ethical, client-focused approach with a drive for results.
Eligibility: Singapore citizens or PRs preferred.
Why Choose Us?
Competitive Earnings: Basic salary with high-commission potential and performance-based incentives.
Growth Opportunities: Access to training, mentorship, and clear career paths to leadership roles.
Supportive Team: Work within a collaborative environment with a focus on professional development.
Exclusive Perks: Attractive benefits, travel incentives, and rewards for top achievers.
EA Personnel Name: Cynthia
EA Personnel No: R24125399
EA License No: 24C2489
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