High-Touch Client Engagement Specialist

Recruit Express Pte Ltd; Singapore; Presencial; SGD 50 000 - 90 000; Tempo integral

Resumo da oferta

Recruit Express Pte Ltd in Singapore seeks a driven outbound sales and client relations professional to call qualified leads, guide prospects through account opening and core journeys, and deliver proactive retention care for high-net-worth clients.

You will prioritise leads, tailor pitches, handle objections, and escalate when needed, while reporting recurring issues for service improvement; 3–5 years’ experience in wealth management, banking or fintech is preferred, with regulatory training

Qualificações

• 3 to 5 years of outbound sales or client relations experience.
• Proven record of meeting sales conversion or retention targets.
• Clear and simple explanation of financial concepts; no investment advice.

Responsabilidades

• Call qualified leads and prospects to introduce the platform and guide through account opening and core journeys.
• Provide retention and client care throughout the client lifecycle.
• Contact inactive or at-risk clients to understand needs and explain platform features and incentives.
• Support high net worth clients with appropriate service and guidance.
• Prioritise leads and decide when/how to approach them using data/list guidance.
• Adapt pitch and tone to client experience and interests; select relevant features and materials.
• Escalate retention cases to a manager when needed.
• Identify recurring objections and process gaps; report for service improvements.

Conhecimentos

Outbound sales

Client relations

Business development

Wealth management awareness

Formação académica

Degree or diploma in Business Administration / related discipline

Descrição da oferta de emprego

Recruit Express Pte Ltd in Singapore seeks a driven outbound sales and client relations professional to call qualified leads, guide prospects through account opening and core journeys, and deliver proactive retention care for high-net-worth clients.

You will prioritise leads, tailor pitches, handle objections, and escalate when needed, while reporting recurring issues for service improvement; 3–5 years’ experience in wealth management, banking or fintech is preferred, with regulatory training