Global Client Support & Sales Specialist

Saxo Bank; Singapore; On-site; SGD 39,000 - 56,000; Full time

Job summary

Saxo Bank in Singapore is seeking a Client Services professional to be the first point of contact for retail and institutional clients, handling inbound/outbound calls, chats and CRM cases. You will support trading, funding, transfers and account access, while presenting product benefits and guiding clients through the digital journey.

The role requires a diploma and 1–2 years in financial services customer service, with fluency in English and Mandarin, sharp attention to detail, and the ability

Qualifications

• Minimum Diploma holder with 1–2 years in customer service, preferably in Financial Services.
• Knowledge of Capital Markets products is a plus.
• Strong spoken/written English and Mandarin communication.
• Passion for delivering excellent customer service and comfortable with outbound calls.
• Ability to own tasks, stay organized and meet deadlines in a dynamic setting.
• Ability to work in a team and follow compliance guidelines.

Responsibilities

• Onboard and provide excellent service to all clients via inbound/outbound calls, chats and CRM cases.
• Make cold calls to expand client base and assist new clients with funding/trading.
• Handle queries on trading platforms, funding, transfers, reporting, and access admin.
• Provide platform support during errors or incidents and gather feedback.
• Promote product benefits and run client-facing campaigns as needed.
• Follow strategy for case management and FIFO prioritization; manage access updates.
• Represent the team at events, seminars, and roadshows when required.

Skills

Customer service

Bilingual English/Mandarin

Communication skills

Attention to detail

Time management

Team player

Education

Diploma

Tools

CRM system

Trading platforms

Job description

Saxo Bank in Singapore is seeking a Client Services professional to be the first point of contact for retail and institutional clients, handling inbound/outbound calls, chats and CRM cases. You will support trading, funding, transfers and account access, while presenting product benefits and guiding clients through the digital journey.

The role requires a diploma and 1–2 years in financial services customer service, with fluency in English and Mandarin, sharp attention to detail, and the ability