Total 5 job vacancies by Outsource Now Pte. Ltd.

About the Role

Our client, a MAS-regulated financial services firm, is seeking a client-focused Senior Client Advisor to join its growing team. This role is responsible for developing and managing relationships with affluent and high-net-worth individuals, providing wealth and investment solutions, and supporting clients throughout their financial journey.

The ideal candidate is a motivated relationship manager with strong knowledge of wealth management products, excellent client engagement skills, and the ability to build and maintain long-term client relationships.

Key Responsibilities

• Develop, manage, and deepen relationships with affluent and high-net-worth clients.
• Understand clients' financial objectives and provide suitable wealth management, investment, and financial planning solutions.
• Conduct KYC, Client Due Diligence (CDD), ongoing reviews, and regulatory documentation in accordance with MAS requirements.
• Facilitate trade placements and coordinate investment transactions accurately and efficiently.
• Provide clients with timely market updates, investment insights, and recommendations tailored to their needs and risk profiles.
• Maintain a high standard of client service and build long-term relationships through proactive engagement.
• Ensure compliance with internal policies, regulatory requirements, and industry best practices as a Registered Representative.
• Support product education and training initiatives for clients and internal stakeholders.
• Participate in business development initiatives, strategic projects, and special assignments as required.
• Handle administrative and operational matters related to client servicing and account maintenance.

Requirements

• Recognized university degree or equivalent professional qualification.
• Relevant experience in wealth management, private banking, financial advisory, external asset management, or investment-related roles.
• Strong knowledge of investment products, wealth management solutions, and financial markets.
• Proven track record in client acquisition, relationship management, and business development.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated, entrepreneurial, and results-oriented with a strong sales drive.
• Experience managing clients from Greater China, Indonesia, Thailand, Malaysia, or other Southeast Asian markets is advantageous.
• Ability to travel regionally when required.
• Possess relevant CMFAS qualifications, including M5, M6, M6A, M8, M8A, M9, and M9A (or equivalent), where applicable.
• Familiarity with MAS regulations and compliance requirements.

Compensation & Benefits

• Competitive basic salary of up to SGD 15,000 per month (commensurate with experience).
• Attractive unlimited commission structure with strong earning potential.
• Opportunity to work with a growing and dynamic wealth management platform.
• Supportive and entrepreneurial environment with career growth opportunities.
• Ongoing professional development and product training.

Benefits:

• Basic Salary up to $3,600
• 5 Days Work Week (Mon-Fri, 10am - 6pm)
• 20 Hours min a week for Part Time

Job Description:

This is a full-time role for an Admin Executive located in Lorong Chuan. Our client, a reputable company in the finance industry, is looking for a dependable and organized individual to support daily administrative operations. You will play a key role in maintaining the smooth functioning of the office and assisting various departments with administrative support.

Responsibilities:

• Manage general office tasks such as handling filing, preparing documents, data entry, and scheduling meetings.
• Assist with staff on the boarding process, travel arrangements, expense claims, and internal coordination.
• Plan and execute our monthly get together, and sporting events.

Benefits & Perks:

• Work life balance
• Opportunities for career growth and personal development
• A supportive and collaborative work environment

Qualifications:

• Minimally local Polytechnic Diploma
• Strong communication and interpersonal abilities
• Proficient in Microsoft Office (Word, Excel, Outlook)

Other Information:

• Location: New Tech Park

Benefits

• Basic Salary up to $4,200
• 5 Days Work Week (Mon-Fri, 10am - 6pm)
• Hybrid Working Arrangement
• Career Progression Opportunities
• Performance-Based Incentives
• Supportive and Collaborative Work Environment

About the Role

We are seeking a motivated and results-driven Business Development Executive to join our growing team. This role is ideal for individuals who enjoy building relationships, identifying new business opportunities, and driving company growth. You will play a key role in expanding our client base, developing strategic partnerships, and supporting business development initiatives.

Key Responsibilities

Business Development & Client Acquisition

• Identify and develop new business opportunities through networking, referrals, and market research.
• Build and maintain strong relationships with prospective and existing clients.
• Conduct outreach activities to generate leads and schedule appointments.
• Present company products and services to potential clients professionally and effectively.
• Follow up on leads and enquiries to convert opportunities into long-term business relationships.

Relationship Management

• Serve as a key point of contact for clients and maintain regular communication.
• Understand clients' needs and provide suitable solutions to support their objectives.
• Maintain a high level of customer satisfaction and foster long-term partnerships.
• Gather client feedback and market insights to support business growth strategies.

Market Research & Strategic Support

• Monitor market trends, competitor activities, and industry developments.
• Identify potential partnership and collaboration opportunities.
• Assist in developing and executing sales and business development strategies.
• Support marketing campaigns, networking events, and business initiatives when required.

Administrative & Reporting Duties

• Maintain accurate records of client interactions and sales activities.
• Prepare business development reports and pipeline updates.
• Track lead generation and conversion performance.
• Ensure all client information and documentation are properly maintained.

Operational Support

• Collaborate with internal departments to ensure smooth onboarding and service delivery.
• Support company events, client engagement activities, and promotional campaigns.
• Adhere to company policies, procedures, and professional standards.

Key Requirements

• Minimum Diploma qualification or equivalent.
• At least 1 year of experience in business development, sales, account management, customer relations, or related fields.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to work independently.
• Excellent relationship-building and networking abilities.
• Ability to multitask and thrive in a fast-paced environment.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Experience in lead generation, client acquisition, or sales-related activities will be an advantage.

Benefits:

• Basic Salary up to $3,600
• 5 Days Work Week (Mon-Fri, 10am - 6pm)

Job Description:

This is a full-time role for an Admin Executive located in Lorong Chuan. Our client, a reputable company in the finance industry, is looking for a dependable and organized individual to support daily administrative operations. You will play a key role in maintaining the smooth functioning of the office and assisting various departments with administrative support.

Responsibilities:

• Manage general office tasks such as handling filing, preparing documents, data entry, and scheduling meetings.
• Assist with staff on the boarding process, travel arrangements, expense claims, and internal coordination.
• Plan and execute our monthly get together, and sporting events.

Benefits & Perks:

• Work life balance
• Opportunities for career growth and personal development
• A supportive and collaborative work environment

Qualifications:

• Minimally local Polytechnic Diploma
• Strong communication and interpersonal abilities
• Proficient in Microsoft Office (Word, Excel, Outlook)

Other Information:

• Location: New Tech Park

Benefits:

• Basic Salary up to $3,800
• 5 Days Work Week (Mon-Fri, 10am - 6pm)
• Hybrid Working Arrangement
• Career Progression Opportunities
• Supportive and Collaborative Work Environment

About the Role

We are seeking a Customer Relationship Executive to join our growing team. The ideal candidate is customer-focused, proactive, and passionate about building strong client relationships. You will be responsible for maintaining excellent customer experiences, addressing enquiries, and supporting clients throughout their journey with the company.

Key Responsibilities

Customer Relationship & Service Excellence

• Build and maintain positive relationships with clients through professional and timely communication.
• Respond to customer enquiries, requests, and feedback effectively across various communication channels.
• Provide personalized support and solutions to enhance customer satisfaction and retention.
• Serve as the main point of contact for assigned clients and ensure a positive customer experience.

Client Support & Coordination

• Coordinate with internal departments to ensure prompt resolution of customer issues.
• Assist clients with account-related matters, documentation, and service requests.
• Follow up on customer enquiries and maintain accurate records of all interactions.
• Support onboarding processes for new clients and ensure a smooth customer journey.

Administrative & Reporting Duties

• Maintain and update customer records in the company's database.
• Prepare reports and track customer engagement activities.
• Assist in scheduling appointments, meetings, and client follow-ups.
• Ensure all customer information is handled with confidentiality and accuracy.

Operational Support

• Identify opportunities to improve customer satisfaction and service processes.
• Support company initiatives, customer engagement activities, and events when required.
• Adhere to company policies, procedures, and service standards.

Key Requirements

• Minimum Diploma qualification or equivalent.
• At least 1 year of experience in customer service, customer relations, hospitality, sales support, or related fields.
• Strong communication and interpersonal skills.
• Customer-oriented mindset with a positive and professional attitude.
• Ability to multitask and work effectively in a fast-paced environment.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Ability to speak multiple languages is an advantage due to interactions with clients from diverse backgrounds.