We are seeking an energetic, articulate, and goal-oriented individual to join the Affinity group under PIAS, a leading Financial Advisory firm in Singapore.
As a Client Advisory Executive, you will take on a hybrid role involving client outreach, lead nurturing, telemarketing support, appointment setting, and delivering exceptional customer service.
You will be responsible for re-engaging prospects who have shown past interest, introducing current promotions, addressing concerns, and guiding them through the early stages of the advisory and sales process. Your contribution will directly support client conversion, advisor productivity, and the company's overall growth.
Client Outreach & Re-Engagement
- Reach out to potential and previous clients through outbound calls, emails, and other communication channels to re-engage them and convert them into active clients.
- Educate prospects about the company's offerings, highlighting key features, benefits, and value propositions.
- Communicate persuasively on how our products/services align with clients needs and financial goals.
Lead Management & Appointment Setting
- Make outbound calls to database contacts, prospects, and members to promote current promotions and schedule appointments for advisors.
- Confirm appointments, follow up on leads promptly, and maintain accurate records of call outcomes and conversions.
Cross-Team Collaboration
- Work closely with financial advisors within the Affinity PIAS group to ensure a seamless customer journey from initial contact to appointment.
- Collaborate with sales and marketing teams to provide insights, share feedback, and refine lead nurturing strategies.
Customer Service & Advisory Support
- Provide warm, courteous, and professional customer service over the phone, and in person when required.
- Offer accurate financial product information and general consultative support (within non-advisory boundaries unless appropriately licensed).
- Continuously update your knowledge of products, industry trends, and the competitive landscape to assist clients effectively.
Performance & Development
- Maintain accurate and up-to-date records of interactions, follow-ups, outcomes, and closures.
- Achieve individual and team targets for lead conversion, appointment setting, revenue contribution, and customer satisfaction.
- Participate in training sessions to enhance product knowledge, communication skills, and sales techniques.
- Strive to exceed monthly and quarterly performance targets.
Qualifications & Requirements
- Minimum Higher Secondary / Pre-U / Full A-Level, Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post-Graduate Diploma, or Professional Degree.
- Clear, friendly, and engaging communication skills, especially over the phone.
- Target-driven, self-motivated, and results-oriented.
- Organised, reliable, and professional, with strong attention to detail.
- Experience in financial services, sales, telemarketing, or call centre roles is an advantage but not required.
- Positive attitude, eagerness to learn, and ability to thrive in a fast-paced environment.
