Client Engagement Associate – Wealth Platform & Customer Relations #HDCC

About the company

Looking to take your career in client engagement to the next level? Join a growing investment platform where you can build meaningful client relationships, enhance customer experiences and support client acquisition and retention.

Your tasks

• Reach out to qualified leads and prospective clients to introduce the investment platform and explain its key features.
• Guide interested prospects through account opening and onboarding processes.
• Engage inactive or at-risk clients to understand their needs, address concerns and encourage continued platform usage.
• Explain relevant platform features, services and approved promotional offers to support client retention.
• Meet high-net-worth clients and prospects in person to introduce the platform and its value propositions.
• Prioritise outreach activities based on lead information, client needs and retention opportunities.
• Identify recurring client feedback, objections and service gaps, and share insights to improve client engagement strategies.
• Escalate complex client concerns to the relevant teams when necessary.
• Work closely with internal business, product, marketing, customer service and compliance teams to deliver a seamless client experience.

Requirements

• 3–5 years of relevant experience in outbound sales, client engagement or business development, preferably in wealth management, banking, fintech or insurance.
• Proven track record in achieving client acquisition, conversion or retention targets.
• Diploma or degree in Business Administration, Management or a related field, or equivalent relevant experience.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Confident and professional in engaging high-net-worth clients through face-to-face meetings.
• Able to communicate financial concepts and explain platform features clearly and accurately.
• Customer-oriented, proactive and comfortable with client outreach, relationship management and retention activities.
• Willing to undergo the required regulatory and compliance training.

How to apply

Send your updated resume to healthcare13@recruitexpress.com.sg to find out more!

Other

Leon Leong De Cong CEI Registration No.: R1551708 Recruit Express Pte Ltd EA Licence No.: 99C4599