The posting
The Job:
- 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
- Highnet worth clients
- 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 reasonsand process gaps, and report them for improvement
Requirements
- 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.
- 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.
The Requirements:
- Min Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience
Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.
JANE LUI JIE'EN
CEI: R1104482
Company Reg.No. 199601303W || EA Licence No. 99C4599



