Client Experience Lead — Wealth & Insurance Advisory

PROVIDEND HOLDING PRIVATE LIMITED; Singapore; Vor Ort; SGD 48.000 - 72.000; Vollzeit

Zusammenfassung

Providend is seeking a Client Experience Executive to join the Group Client Experience team in Singapore. You will coordinate onboarding, maintain personalised client journeys, and liaise with advisory teams to deliver clear, professional communications and recommendations.

Responsibilities include building client relationships through timely engagement, supporting retention initiatives, and optimizing CRM processes to enhance service levels across wealth and insurance advisory services.

Qualifikationen

• Strong client-centric mindset with ability to balance client needs and regulatory obligations.
• Analytical mindset with data-driven recommendations.
• Excellent interpersonal and communication skills for stakeholders.
• Independent worker with initiative and attention to detail.

Aufgaben

• Coordinate onboarding for new clients with internal departments.
• Ensure seamless, professional onboarding and personalised client experience.
• Support meetings, communications, and advisory recommendations across entities.
• Build and maintain client relationships through timely communication.
• Coordinate client communications across touchpoints for consistency.
• Support client retention initiatives and relationship management.
• Monitor and analyze client feedback and trends to improve experience.
• Assist in CRM system implementation, testing and workflow design.

Kenntnisse

Analytical skills

Interpersonal skills

Clear communication

Initiative

Team player

Ausbildung

Diploma or Bachelor's degree in Business, Finance, Marketing, Communications, or related field

Tools

CRM

Jobbeschreibung

Providend is seeking a Client Experience Executive to join the Group Client Experience team in Singapore. You will coordinate onboarding, maintain personalised client journeys, and liaise with advisory teams to deliver clear, professional communications and recommendations.

Responsibilities include building client relationships through timely engagement, supporting retention initiatives, and optimizing CRM processes to enhance service levels across wealth and insurance advisory services.