Jnr Client Relationship Manager

SUMMARY:
Seeking a highly motivated, proactive and articulate individual to join a growing team. As part of the intermediary team between the broker network and the operations team, the Junior Client Relationship Manager will support the Senior Client Relationship Manager in the ongoing interaction with brokers while retaining, renewing and building relationships.

POSITION INFO:
Key Responsibilities:

• Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies.
• Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.
• Intermediary Role: Providing feedback to, and ongoing communications with the operations team and the Senior Client Relationship Manager to ensure smooth operations.

• Bachelor’s degree in finance, economics, law, or a related field. CFA, CFP, or other relevant certifications are a plus.
• Industry Expertise: 3+ years in insurance, private banking, wealth management, or investment banking, with an understanding of international financial markets and investment strategies.
• Relationship-Driven: Strong interpersonal skills with the ability to build and maintain long-term broker relationships and effectively liaise with internal and external stakeholders

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