Client Relationship Executive

Explore a client-facing career combining relationshipmanagement, financial guidance and business development, supported bystructured training, mentorship and practical field exposure. Recent graduatesand individuals considering a career switch are welcome. The Client Relationship Executive develops and maintainslong-term customer relationships, understands customers’ financial objectivesand recommends suitable solutions based on their individual needs andcircumstances. The role introduces customers to areas such as investmentplanning, estate planning, wealth accumulation and financial protection. Italso involves developing a personal customer base through networking,relationship-building and referrals. As customer appointments may take place outside normaloffice hours, occasional evening, weekend or off-site work may be required. Key Responsibilities Engage customers to understand their personal circumstances, preferences and financial objectives. Analyse customer profiles, needs and risk tolerance. Recommend customised solutions aligned with customers’ needs and objectives. Explain relevant financial concepts, product information and supporting documents clearly. Help customers understand the steps and resources required to work towards their financial goals. Coordinate with qualified professionals when specialised estate-planning, legal or tax advice is required. The role does not involve providing legal or tax advice. Build a customer base through networking events, referrals and relationship-building. Cultivate relationships with prospective and existing customers. Apply customer acquisition and retention strategies to achieve performance targets. Monitor customers’ changing circumstances and recommend suitable reviews or adjustments. Respond to customer enquiries and assist with account-related processes. Maintain accurate customer information and follow applicable company and regulatory procedures. Requirements Minimum GCE A-Level, International Baccalaureate, diploma from a Singapore polytechnic, or an equivalent recognised qualification. No prior work experience required; training and guidance will be provided. Friendly, outgoing and comfortable building rapport with new people. Able to work independently and manage customer relationships. Comfortable with networking, customer acquisition and performance targets. Willing to attend appointments outside standard office hours when required. This is a performance-based position.