Client Engagement Executive

Helius Technologies; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Helius Technologies in Singapore seeks a Client Engagement Executive to grow and retain the platform's D2C client base through outreach, onboarding, and proactive account management.

You will conduct outbound sales to qualified leads, engage with inactive or high-value clients, and tailor communications while ensuring compliance and professionalism. This is a 12-month contract with Work From Office in Singapore.

Qualifications

• Minimum 3 years of experience in outbound sales or client relations.
• Track record of meeting conversion or retention targets.
• Experience serving HNW or private banking clients preferred.
• Degree or diploma in Business Administration or related field.

Responsibilities

• Grow and retain the D2C client base through outreach, sales conversion, and account management.
• Outbound sales: contact qualified leads and guide onboarding.
• Retention & client care: engage with inactive or at-risk clients to reduce attrition.
• Strategy: prioritize lead engagement using data and provide feedback to management.

Skills

Outbound sales

Client relations

Business development

Education

Business Administration degree

Job description

Hello,

Role Title: Client Engagement Executive

Experience: 3+ Years

Location: Singapore

Contract Duration: 12 months, extendable (based on project requirement & performance)

Work Mode: Work From Office (WFO)

Role Overview

Grow and retain the platform's direct-to-consumer (D2C) client base through customer outreach, sales conversion, and active account management.

Key Responsibilities

• Outbound Sales: Contact qualified leads and prospects to introduce the platform and guide them through account onboarding.
• Retention & Client Care: Engage with inactive or at-risk clients to understand their needs, explain platform features and support, and reduce attrition.
• High Net Worth Clients: Conduct in-person meetings with HNW clients and prospects to walk through the platform and key propositions.
• Strategy & Decision-Making: Prioritize lead engagement using provided data, adapt communication pitch/tone to client experience levels, elevate retention cases as needed, and feedback process gaps/market objections to management.

Requirements

• Experience: Minimum 3 years of experience in outbound sales, client relations, or business development—ideally within wealth management, banking, fintech, or insurance.
• Track Record: Proven background in meeting conversion or retention targets. Experience serving HNW or private banking clients is preferred.
• Key Skills: Strong written and spoken English, polished communication presence for face-to-face client meetings, excellent interpersonal skills, and the ability to explain financial concepts clearly without providing financial advice.
• Compliance: Willingness to complete all required regulatory and compliance training.
• Education: Degree or diploma in Business Administration, Management, or a related discipline—or equivalent relevant work experience.