Relationship Manager (Taiwan) | HNW, Insurance, Liquidity Planning >> boutique broker & advisory firm

YOUR NEW JOB

As a Relationship Manager, you’ll provide tailored financial advisory focused on insurance and liquidity planning for HNW Taiwanese clients.

You’ll build relationships with bankers, generate client referrals, and drive business growth.

This is a permanent full-time role, with an attractive first-dollar commission structure.

Based in Tanjong Pagar, working Monday to Friday, 9am to 6pm - with some travel to Taiwan required.

WHAT YOU’LL BE DOING

Advise clients on insurance and liquidity planning solutions

Build and maintain strong referral relationships with bankers

Achieve agreed revenue targets annually

Ensure full compliance with internal policies and MAS regulations

Conduct timely policy reviews and ongoing client servicing

Collaborate in team meetings, client presentations, and compliance reviews

WHAT IS NEEDED FROM YOU

5–8 years of sales or relationship management experience in insurance or banking

Strong relationship-building and communication skills

Proactive, self-motivated, and committed to client success

Ability to manage multiple clients and meet deadlines

Bachelor’s degree in Finance or related field

WHAT WILL MAKE YOU STAND OUT

Taiwanese proficiency for internal & external stakeholder communication

Previous experience handling HNW clientele

Valid MAS license (or willingness to obtain)