Partnerships & Client Relations Executive

Role Purpose

The Partnerships & Client Relations Executive serves as the central liaison between clients, partners, and internal teams. This role ensures a smooth client journey from first enquiry through service delivery, while strengthening partner relationships and maintaining operational clarity.

This position focuses on coordination, relationship-building, and execution. The goal is to build trust, create structured follow-through, and ensure every client and partner interaction reflects professionalism and reliability.

Key Responsibilities

1. Client Engagement & Sales Support

• Serve as the first point of contact for new enquiries (corporate services, accounting, and financing solutions)

• Understand client needs and assess urgency or complexity

• Arrange and coordinate consultation meetings

• Prepare structured briefs prior to discussions

• Conduct timely follow-ups to progress opportunities

2. Proposals, Onboarding & Case Coordination

• Prepare proposals, engagement letters, and supporting documentation using internal templates

• Manage onboarding processes and ensure complete document collection

• Track client cases from initiation to completion

• Provide clients with clear updates and expected timelines

3. Financing & Application Coordination

• Coordinate collection of financial documents for financing applications

• Support submission and processing of loan or financing applications (training provided)

• Liaise with financial institutions and partners on application progress

• Communicate status updates and required actions clearly to clients

4. Partner & Internal Stakeholder Management

• Act as the key communication bridge between clients, service teams, and external partners

• Escalate technical or operational matters appropriately

• Monitor renewal dates, compliance deadlines, and follow-up actions

• Ensure smooth coordination across departments

5. Pipeline Management & Reporting

• Maintain accurate records of enquiries, active cases, and closed deals

• Track business pipeline movement and renewal schedules

• Provide concise weekly progress reports to Management

Candidate Profile

Core Attributes

• Strong organisational and coordination skills

• Detail-oriented with disciplined follow-through

• Professional and composed communicator

• Client-centric and service-driven

• Able to manage multiple stakeholders simultaneously

• Self-driven with a strong sense of accountability

Preferred Experience

• Background in client servicing, banking administration, SME advisory, or sales support

• Experience handling documentation-heavy processes

• Familiarity with CRM systems or structured pipeline tracking