The posting
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 [email protected] and we can discuss to proceed further.
EA Personnel Registration Number: R1112410
Singapore Employment Agency Licence No: 11C3373



