Client Engagement / Outbound Sales Executive

Helius Technologies; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Helius Technologies is seeking an Client Engagement / Outbound Sales Executive in Singapore. You will drive outbound sales by contacting qualified leads, guiding them through account opening, and presenting core platform journeys.

In addition, you will engage in retention and client-care activities for inactive or at-risk clients, explaining platform features and incentives. You will also meet high net worth clients in person to walkthrough the platform and propositions, tailoring pitches to

Qualifications

• 3–5 years in outbound sales, client relations or business development.
• Proven record of meeting sales conversion or retention targets.
• Experience serving HNW or private banking clients preferred.

Responsibilities

• Outbound sales: Call qualified leads to introduce the platform and guide account opening.
• Retention and client care: Contact inactive or at-risk clients to understand needs and explain features and incentives.
• High net worth clients: Meet HNW clients in person to walkthrough the platform and key propositions.

Skills

Outbound sales

Client relations

Wealth management knowledge

English proficiency

Education

Business Administration degree

Job description

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.