6 months Client Engagement Associate #Banking ($4K to $4.9K) #NJA

The Job: • Call qualified leads and prospects to introduce the platform and key propositions; guide interested prospects through account opening and core journeys • Retention and client care • Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition • Highnet worth clients • Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided • Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate. • Decide when a retention case needs to be escalated to a manager or the appropriate team • Identify recurring objections, attrition reasonsand process gaps, and report them for improvement Requirements • 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance. • Proven record of meeting sales conversion or retention targets. • Good interpersonal skills and a customer-centric mindset • Able to explain financial concepts simply and accurately without straying into investment advice • Willing to complete all required regulatory and compliance training. The Requirements: • Min Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience Interested applicants can send their detailed resumes to janelui@recruitexpress.com.sg or call JANE @ 6735 1955. JANE LUI JIE'EN CEI: R1104482 Company Reg.No. 199601303W || EA Licence No. 99C4599