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SYNERGY CONSULTING

Freelance Financial Advisor

Early Applicant
  • Posted 20 days ago
  • Be among the first 10 applicants
1-3 Years
SGD 2,000 - 7,000 per month

Job Description

Job Description

We are looking for a driven and dynamic Consultant to support our growth strategy. This role combines account management and new business acquisition - perfect for someone who enjoys building strong client relationships while also identifying and securing new opportunities.

Key Responsibilities

Account Management & Growth

  • Serve as the main point of contact for existing clients, ensuring consistent engagement and satisfaction
  • Deepen client relationships by understanding needs and offering tailored solutions
  • Identify upsell and cross-sell opportunities to drive account growth
  • Monitor client performance and feedback to ensure high retention and renewal rates

New Business Acquisition

  • Prospect and engage potential clients via networking, referrals, and events
  • Understand business challenges and present customised solutions
  • Deliver presentations, product demos, and proposals to decision-makers
  • Work with internal teams to ensure smooth onboarding for new clients

General

  • Meet or exceed growth and acquisition targets
  • Maintain accurate CRM records and pipeline updates
  • Stay updated on industry trends, market conditions, and competitor activities

Requirements

  • Diploma/Bachelor's in Business, Marketing, or related field
  • 1-3 years experience in business development, sales, or account management (fresh graduates with strong communication skills may be considered)
  • Excellent interpersonal and presentation skills
  • Ability to manage multiple clients and priorities effectively
  • Self-motivated with a results-driven mindset

What We Offer

Competitive base salary + commission and performance incentives

Signing bonus for successful candidates

Flexible schedule with supportive team environment

Employee discounts & professional development opportunities

Clear career growth and progression

Schedule & Benefits

Schedule: Monday to Friday

Benefits: Employee discount, Flexible schedule, Professional development

Supplemental Pay: Commission pay + Signing bonus

Benefits:

  • Employee discount
  • Flexible schedule
  • Professional development

Education:

  • GCE A Level or equivalent (Required)

More Info

Industry:Other

Function:Consulting

Job Type:Permanent Job

Date Posted: 10/09/2025

Job ID: 125959247

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Last Updated: 10-09-2025 08:33:43 PM
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