Wealth Platform: Client Growth & Relationship Exec

Helius Technologies; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Helius Technologies seeks a Client Relationship / Business Development Executive to grow and retain a direct-to-consumer client base for its wealth platform. You will engage qualified leads and existing clients, support onboarding journeys, strengthen client relationships, and identify opportunities to improve retention and customer experience.

You will also interact with high-net-worth clients and prospects, including face-to-face meetings when required, to explain platform features and value

Qualifications

• Diploma or degree in Business Administration, Management, Finance or related discipline.
• Equivalent relevant professional experience may also be considered.

Responsibilities

• Conduct outbound calls to qualified leads and prospects to introduce the wealth platform and services.
• Guide interested prospects through account opening processes and platform journeys.
• Engage inactive or at-risk clients to understand needs and opportunities for re-engagement.
• Explain platform features, services, incentives and support options clearly and professionally.
• Build and maintain strong relationships with prospective and existing clients.
• Meet high-net-worth clients and prospects in person to provide platform walkthroughs.

Skills

Outbound sales

Client relationship

Business development

English communication

Interpersonal skills

Education

Diploma/degree in Business Admin, Finance or related

Job description

Helius Technologies seeks a Client Relationship / Business Development Executive to grow and retain a direct-to-consumer client base for its wealth platform. You will engage qualified leads and existing clients, support onboarding journeys, strengthen client relationships, and identify opportunities to improve retention and customer experience.

You will also interact with high-net-worth clients and prospects, including face-to-face meetings when required, to explain platform features and value