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Open nowPosted today

Client Relationship / Business Development Executive – Wealth Platform

MyCareersFuture92,121 open roles

Pay
SGD 3,500 – SGD 4,000 a month
Where
Singapore
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Your applicationOpen nowClient Relationship / Business Development Executive – Wealth PlatformMyCareersFuture · Singapore

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. MyCareersFuture postings stay open a median of 3 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.2%30 days
This job: posted today

MyCareersFuture median: 3 days open

The posting

Client Relationship / Business Development Executive – Wealth Platform

Role Overview

We are looking for a driven and client-focused professional to grow and retain a direct-to-consumer client base for a wealth and investment platform.

The role involves engaging qualified leads and existing clients, introducing relevant platform solutions, supporting account-opening journeys, strengthening client relationships, and identifying opportunities to improve retention and customer experience.

You will also interact with high-net-worth clients and prospects, including face-to-face meetings where required.

Key Responsibilities

  • Conduct outbound calls to qualified leads and prospects to introduce the platform, its services and key value propositions.
  • Guide interested prospects through account opening and relevant platform journeys.
  • Engage inactive or at-risk clients to understand their needs, reasons for reduced activity or attrition, and opportunities for re-engagement.
  • Explain relevant platform features, services, incentives and support options clearly and professionally.
  • Build and maintain strong relationships with prospective and existing clients.
  • Meet high-net-worth clients and prospects in person to provide platform walkthroughs and explain relevant propositions.
  • Prioritise leads, prospects and retention cases based on available data and business priorities.
  • Adapt communication style and messaging based on the client’s experience, needs and interests.
  • Escalate complex client or retention cases to the appropriate internal teams where necessary.
  • Identify recurring client objections, attrition reasons and process gaps, and provide feedback to support service and process improvements.
  • Maintain accurate client interaction records and follow agreed compliance and regulatory requirements.

Requirements

  • 3–5 years of experience in outbound sales, client relationship management, business development or a similar client-facing role.
  • Experience within wealth management, banking, fintech, insurance or financial services is highly preferred.
  • Proven track record of achieving sales, conversion, acquisition or retention targets.
  • Experience working with high-net-worth or affluent clients would be an advantage.
  • Strong spoken and written English.
  • Confident and professional when communicating with senior or affluent clients.
  • Strong interpersonal, relationship-building and customer-service skills.
  • Able to explain financial products, platform features and concepts in a clear and simple manner.
  • Comfortable working with sales targets and conducting outbound client outreach.
  • Willing to complete required regulatory and compliance training.

Education

  • Diploma or Degree in Business Administration, Management, Finance or a related discipline.
  • Equivalent relevant professional experience may also be considered.

Registration No.: R25156061

EA No.: 11C3373

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