Not specified (assumed to be hybrid based on industry standards).
Maintain consistent engagement of bankers
Build new banker relationships
Achieve annual net revenue target
CHARLES MONAT ASSOCIATES PTE. LTD. is seeking an Associate Director in Singapore, responsible for building and managing banker relationships, providing client advice on liquidity planning and insurance, and meeting compliance standards. The ideal candidate should have significant experience in sales or relationship management within the banking or insurance sectors
Job Summary
The role requires maintaining consistent engagement with bankers to develop robust referral relationships.
Candidates must provide professional advice on liquidity planning and insurance needs while achieving annual revenue targets.
The position involves fulfilling compliance policies, managing CRM data, and supporting existing policyholders through annual reviews.
Matching Summary
Match Score: 85
CHARLES MONAT ASSOCIATES PTE. LTD. is seeking an Associate Director in Singapore, responsible for building and managing banker relationships, providing client advice on liquidity planning and insurance, and meeting compliance standards. The ideal candidate should have significant experience in sales or relationship management within the banking or insurance sectors.
Skills & Requirements
Must-have
Maintain consistent engagement of bankers
Build new banker relationships
Achieve annual net revenue target
Conduct annual policy reviews
Input data into CRM system
Nice-to-have
Proactive and self-motivated attitude
Strong communication and presentation skills
Ability to multi-task under deadlines
Commitment to serving client needs
Support team members in meetings
Key Requirements
Degree holder or above in Finance
Valid MAS license highly preferred
5-10 years sales or relationship management experience
Experience in insurance or banking industry
Compliance with internal and MAS regulatory requirements