Full Time Client Relationship - Business Development Executive – Wealth Platform Jobs, Salary up to SGD 3,500 in HELIUS TECHNOLOGIES PTE. LTD. Islandwide (Singapore) - Maukerja

Client Relationship / Business Development Executive – Wealth Platform

Role Overview

We are looking for a driven and client-focused professional to grow and retain a direct-to-consumer client base for a wealth and investment platform.

The role involves engaging qualified leads and existing clients, introducing relevant platform solutions, supporting account-opening journeys, strengthening client relationships, and identifying opportunities to improve retention and customer experience.

You will also interact with high-net-worth clients and prospects, including face-to-face meetings where required.

Key Responsibilities

• Conduct outbound calls to qualified leads and prospects to introduce the platform, its services and key value propositions.
• Guide interested prospects through account opening and relevant platform journeys.
• Engage inactive or at-risk clients to understand their needs, reasons for reduced activity or attrition, and opportunities for re-engagement.
• Explain relevant 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 and explain relevant propositions.
• Prioritise leads, prospects and retention cases based on available data and business priorities.
• Adapt communication style and messaging based on the client’s experience, needs and interests.
• Escalate complex client or retention cases to the appropriate internal teams where necessary.
• Identify recurring client objections, attrition reasons and process gaps, and provide feedback to support service and process improvements.
• Maintain accurate client interaction records and follow agreed compliance and regulatory requirements.

Requirements

• 3–5 years of experience in outbound sales, client relationship management, business development or a similar client-facing role.
• Experience within wealth management, banking, fintech, insurance or financial services is highly preferred.
• Proven track record of achieving sales, conversion, acquisition or retention targets.
• Experience working with high-net-worth or affluent clients would be an advantage.
• Strong spoken and written English.
• Confident and professional when communicating with senior or affluent clients.
• Strong interpersonal, relationship-building and customer-service skills.
• Able to explain financial products, platform features and concepts in a clear and simple manner.
• Comfortable working with sales targets and conducting outbound client outreach.
• Willing to complete required regulatory and compliance training.

Education

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

Registration No.: R25156061

EA No.: 11C3373