Job Description

Role: Client Engagement / Outbound Sales Executive

Key Responsibilities

Outbound sales: Call qualified leads and prospects to introduce the platform and key propositions guide interested prospects through account opening and core journeys.
Retention and client care: Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition.
High net worth clients: Meet HNW clients and prospects in-person to walkthrough the platform and key propositions.

Key Decisions within theRole

Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided.
Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate.
Decide when a retention case needs to be escalated to a manager or the appropriate team.
Identify recurring objections, attrition reasons and process gaps, and report them for improvement.

Requirements

Experience

3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance.

Proven record of meeting sales conversion or retention targets.

Preferred: experience serving HNW or private banking clients.

Skills and Knowledge

Strong written and spoken English.

Polished and credible presence for face-to-face meetings with senior and affluent clients.

Good interpersonal skills and a customer-centric mindset.

Able to explain financial concepts simply and accurately without straying into investment advice.

Willing to complete all required regulatory and compliance training.

Education

Academic: Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience.

If you are keen to explore the above role, please send across your updated resume to [Confidential Information] and we can discuss to proceed further.

EA Personnel Registration Number: R1112410

Singapore Employment Agency Licence No: 11C3373