Client Relationship - Life Insurance (1-year contract)

OakTree Consulting | Date Posted: 16-Jul-2018
EA Licence No: 06C4642 | EA Personal Registration No: R1873483
Save Job
Job Nature:
Position Level:
Bachelor's / Honours

Job Description

Client Relationship – Life Insurance (1-year contract with possible extension)

Key Responsibilities

  • Advise clients on purchase of life insurance products (for walk-in clients and telephone/on-line  enquiries.
  • Ensure activities are conducted in full compliance of Singapore regulations.
  • Deal with financial advisors on daily basis.
  • Provide support to financial advisors
  • Training of financial advisors.

Scope of Work

  • Review and servicing of client’s financial portfolios.
  • Provide financial advice.
  • Wealth accumulation planning.
  • Work for future expansion of distribution channels.

Key Requirements

  • Bachelor’s degree in any discipline but preferably Business, Management, Economics or Accountancy.
  • At least 2 years relevant working experience in insurance or financial sector.
  • Financial advisory qualifications as per MAS requirements.
  • Knowledge of Compliance/AML requirements
  • Excellent communications skills, good team player, possess analytical ability, willingness to learn.


  • Monthly salary ranging from 2800 to $3200 and allowances of upto $1000
  • Contract may be renewed at discretion of management.
  • Performance bonus may be considered in the future.
  • Scope for career growth.

Please submit your resumes in MS Word format to [Click Here to Email Your Resume] with the following details:-
- Position applying for
- Current remuneration
- Expected remuneration
- Notice period
- Reason for wanting to leave present job

Michael Goh Keng Guan
EA License No : 06C4642
EA Reg No : R1873483


Company Overview
OakTree Consulting