Client Outreach Executive

ELEVATE; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

ELEVATE is seeking a Client Outreach Executive to join our growing financial services team. This entry-level role emphasizes effective communication, relationship building, and a proactive approach to engaging potential clients.

You will connect with prospects by phone and approved channels, arrange appointments for the team, maintain records, and support campaigns while gaining hands-on training and professional development opportunities.

Qualifications

• Students, fresh graduates, and entry-level candidates welcome.
• Strong communication and interpersonal skills.
• Confident speaking with new people.
• Self-motivated, proactive, and responsible.
• Positive attitude and willingness to learn.
• Goal-oriented and comfortable with targets.
• Good organisational and time-management skills.
• No prior financial services experience required—training will be provided.

Responsibilities

• Connect with prospective clients through phone calls and other approved outreach channels.
• Identify potential client interests and arrange appointments for the team.
• Build rapport and maintain positive relationships with prospective clients.
• Conduct timely follow-ups and respond to general enquiries.
• Maintain accurate records of client interactions and outreach activities.
• Support client acquisition campaigns and business development initiatives.
• Work towards individual and team outreach targets.
• Collaborate with team members to improve client engagement strategies.

Skills

Strong communication

Interpersonal skills

Time management

Organizational skills

Job description

Client Outreach Executive (Financial Services)

Entry Level Welcome | Training Provided | Communication & Client Engagement

Love Connecting With People? Turn Your Communication Skills Into Career Opportunities!

Are you confident, outgoing, and enjoy interacting with people? We're looking for enthusiastic individuals to join our growing financial services team as a Client Outreach Executive!

This role is ideal for individuals who enjoy building connections, engaging with potential clients, and developing their communication and business development skills.

Whether you're a fresh graduate or looking to explore a new career opportunity, you'll gain practical experience in client engagement, relationship building, and financial services.

What You'll Be Doing

• Connect with prospective clients through phone calls and other approved outreach channels

• Identify potential client interests and arrange appointments for the team

• Build rapport and maintain positive relationships with prospective clients

• Conduct timely follow-ups and respond to general enquiries

• Maintain accurate records of client interactions and outreach activities

• Support client acquisition campaigns and business development initiatives

• Work towards individual and team outreach targets

• Collaborate with team members to improve client engagement strategies

Who We're Looking For

• Students, fresh graduates, and entry-level candidates are welcome

• Strong communication and interpersonal skills

• Confident and comfortable speaking with new people

• Friendly, enthusiastic, and approachable personality

• Self-motivated, proactive, and responsible

• Positive attitude and willingness to learn

• Goal-oriented and comfortable working towards targets

• Good organisational and time-management skills

• Previous experience in sales, customer service, or telemarketing is an advantage but not required

• No prior financial services experience required — training will be provided

What You Can Look Forward To

• Hands-On Experience – Develop practical skills in client outreach and engagement

• Training & Guidance – Build confidence in professional communication and relationship management

• Industry Exposure – Gain insights into the financial services sector

• Professional Development – Strengthen your communication, networking, and business development skills

• Supportive Team – Work alongside collaborative and experienced team members

• Growth Opportunities – Develop valuable skills that can support your future career progression

Great Conversations Can Lead to Great Opportunities!

If you're someone who enjoys meeting people, communicating confidently, and taking on new challenges, we'd love to hear from you!