Entry-Level Client Outreach Pro - Training in Finance

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

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.