全职 Client Care Specialist 工作, 薪水, PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS) - Beacon Advisers 公司招聘中 - Ricebowl

Client-Care Specialist (Para-adviser)

Always believed that financial advice is a respectable job, but just don't like prospecting for clients? Here's a role where there is no need for you to hunt for clients.

About the role

As our Client-Care Specialist, you work alongside our Client Director and an established client base. Your job is to look after those clients well and help grow their relationship with us. You prepare the cases, run the admin and KYC, attend client meetings, and keep every client served from onboarding to claims.

You earn a base salary plus commission on new business, without the pressure of finding clients yourself.

Job type: Full-time, permanent · Location: Singapore · Reports to: Client Director

What your day looks like

Client relationships and pipeline

• Analyse existing client data to spot gaps in protection, savings or investments, and turn them into new sales opportunities
• Call existing clients and stay in touch with them
• Keep the Client Director's calendar full of client reviews and discussions
• Attend all client meetings with the Client Director
• Source client gifts and organise appreciation events

Case preparation and onboarding

• Prepare cases before meetings: fact-finds, needs analysis, product comparisons, proposals and benefit illustrations
• Run onboarding from start to finish, including KYC, underwriting, medical exams and insurer follow-ups until each policy is issued

Post-sale service

• Handle servicing after a policy starts, including changes to policies, fund switches and client requests
• Help clients with claims, from gathering documents and submitting them to following up with the insurer
• Prepare client policy summaries and investment performance reports in Excel
• Schedule annual reviews so that every client is seen at least once a year

Data and compliance

• Keep client data stored properly, complete and up to date, in line with PDPA and MAS requirements
• Keep each client file ready for audit

Growth

• Attend product launches, training and workshops to keep your knowledge current
• This role can eventually become a leadership role in handling a group of client-care specialists or other management role in the organisation.

What we're looking for

• At least 3 years of experience in banking, insurance specialist, private banking assistant RM, tied-agency financial planner, FA platform adviser, paraplanner or in a client-servicing role, or BD role at an FA firm, bank or insurer.
• Qualified 3 CFP papers completed or IBF Level 2 certification
• Careful and efficient with admin and KYC, and comfortable working within MAS rules for financial advisers
• Familiar with customer service standards, investment onboarding, life and health insurance products, and how claims work
• Good knowledge of investments, especially unit trusts, ILP sub-funds and how to read fund factsheets and performance
• Strong Excel skills: comfortable with formulas such as XLOOKUP, SUMIFS and pivot tables to build reports, policy summaries and investment performance tracking
• Friendly and confident on the phone and in person, especially with existing clients
• Strong positive inter-personal character to make both internal and external stakeholders
• Above all, a strong team player

Good to have

• CMFAS M5, M9, M9A, HI and M8, M8A passed, so you can be appointed as a representative and regulated to manage client cases.
• Experience with insurer portals and a CRM or financial planning software
• Understanding of the Balanced Scorecard framework and how to keep files audit-ready
• Able to communicate in English and Mandarin (both spoken and written form)
• Some experience in event planning or managing client appreciation programmes

What we offer

• Base salary plus commission.
• Scalable remuneration role.
• Travel conventions and incentive trips
• Company phone
• Monthly transport allowance
• Training, product launches and workshops to keep building your skills
• An established client base, so you can focus on advice and service instead of prospecting

How to apply

Send your CV with a short note on your financial planning experience and certifications to *************. Please also include your current and expected salary.

Only shortlisted candidates will be notified.

Pay: $36,000.00 - $200,000.00 per year

Benefits:

• Employee discount
• Flexible schedule
• Professional development
• Promotion to permanent employee

Education:

• GCE 'A' Level or equivalent (Preferred)

Experience:

• Insurance sales, banking: 2 years (Preferred)

License/Certification:

• M5, M9, M9A, HI, M8, M8A (Required)
• Class 3A Driving Licence (Preferred)

Location:

• Singapore (Required)

Willingness to travel:

• 50% (Preferred)

Work Location: In person