Client Advisory Executive

4 days ago

Singapore Singapore Life Ltd. Full time

Singapore, Singapore, Singapore

Department Salaried Workforce (MINDEF) Job posted on Nov 25, 2024 Employment type Permanent - Full Time

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.


In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.


Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.


The merger of Aviva Singapore and Singlife was announced in September 2020 and created one of the largest homegrown financial services companies in Singapore in a deal valued at S$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlife was subsequently acquired by Sumitomo Life in March 2024, one of Japan’s leading life insurers, which valued Singlife at S$4.6 billion, making the transaction one of the largest insurance deals in Southeast Asia.


Responsibilities:

  • Actively reach out to clients through outbound calls, emails, and other communication channels to re-engage them and convert them into active clients.
  • Educate prospects about our company's offerings, highlighting key features, benefits, and value propositions.
  • Clearly and persuasively communicate the value propositions of our products/services, emphasizing how they align with the customers' needs and goals.
  • Collaborate closely with other teams, such as sales and marketing, to gather insights, share feedback, and contribute to refining the customer nurturing strategy.
  • Maintain accurate and up-to-date records of customer interactions, outcomes, closures, and follow-up actions.
  • Continuously update your knowledge about our products, industry trends, and competitive landscape to provide relevant information to customers.
  • Achieve individual and team targets for conversion, revenue generation, and customer satisfaction.
  • Participate in regular training sessions to enhance your product knowledge, communication skills, and sales techniques.
  • Strive to meet and exceed monthly and quarterly conversion targets, contributing to the overall sales goals of the company.


Requirements:

  • A GCE A-Level Certificate, an International Baccalaureate (IB) Diploma, a diploma awarded by a polytechnic in Singapore or any other equivalent academic qualification (minimum qualification).
  • Met all the required criteria from Singlife & Financial Advisers Act (FAA) Guidelines on Fit and Proper Criteria.
  • Candidates with M5, HI, M9 and GI will be preferred.
  • Proven experience in tele sales, client engagement, or client advisory roles.
  • Excellent verbal and written communication skills, with the ability to engage and influence prospects.
  • Self-motivated, goal-oriented, and results-driven mindset.
  • Adaptable to evolving sales strategies and a dynamic sales environment.
  • Positive attitude, resilience, and persistence in pursuing clients and overcoming challenges.

  • Business Advisory Executive

    6 days ago

    Singapore WAN BUSINESS ADVISORY PTE. LTD. Full time

    Company Overview:At WAN BUSINESS ADVISORY PTE. LTD., we are dedicated to delivering exceptional service and solutions to our clients across various industries. Our team is passionate about helping others and thrives in client-facing roles.About the Role:We are seeking a Customer Service Executive to join our team, playing a key role in ensuring client...

  • Client Advisory Specialist

    4 days ago

    Singapore BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH Full time

    Job SummaryWe are seeking a highly motivated Client Advisory Specialist to join our team at BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH. The successful candidate will be responsible for providing exceptional client support and administrative services to ensure seamless customer experiences.About the RoleSupport Senior Relationship Managers (SRMs) in client...

  • Client advisory executive

    2 weeks ago

    Singapore Singlife Life Ltd Full time

    Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives. In addition to a comprehensive suite of insurance...

  • Client advisory executive

    2 weeks ago

    Singapore This Is An IT Support Group Full time

    Singapore, Singapore, Singapore Department: Salaried Workforce (MINDEF)Job posted on: Nov 25, 2024Employment type: Permanent - Full Time Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife...

  • Client Advisory Associate

    1 month ago

    Singapore BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesBe part of a Client Advisory team supporting the Japan market. To provide administrative support to the Relationship Managers (RMs) in the following areas:-•Client account administration and client servicing•Liaison with internal departments regarding administrative matters concerning execution and settlement of trades, delivery...

  • Client Advisory Manager

    1 month ago

    Singapore United Overseas Bank Full time

    Wealth Banking Relationship ManagerUnited Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices.Our history spans more than...

  • Financial Advisory Specialist

    2 days ago

    Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time

    Unleash Your Potential in Wealth ManagementWe are seeking a skilled Financial Advisory Specialist to join our dynamic team at THE SUPREME HR ADVISORY PTE. LTD. This is an excellent opportunity for individuals looking to excel in the financial advisory field and help clients achieve their financial objectives.About the RoleThe successful candidate will be...

  • Tax Advisory Specialist

    1 week ago

    Singapore EXCELLENCE SINGAPORE ADVISORY PTE. LTD. Full time

    We are Excellence Singapore Advisory Pte. Ltd., a leading provider of tax advisory services in Singapore.About the Role:As a Tax Executive, you will play a key role in providing tax compliance services to clients across various industries. Your primary responsibilities will include assisting and supporting our clients in navigating complex tax laws and...

  • Wealth Advisory Specialist

    6 months ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

  • Financial Advisory Specialist

    1 week ago

    Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time

    We are seeking a highly skilled Financial Advisory Specialist to join our team at The Supreme HR Advisory PTE. LTD.About the Role:As a Financial Advisory Specialist, you will be responsible for providing expert advice to clients on financial matters, including conflict checks, document preparation, and financial analysis.Key Responsibilities:Prepare...

  • Audit Manager

    1 week ago

    Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time

    We are seeking an experienced Audit Manager to join our team at The Supreme HR Advisory Pte Ltd. This is a leadership and advisory position that requires strong technical skills, business acumen, and exceptional communication abilities.About the RoleThe successful candidate will be responsible for managing a portfolio of engagements, including client...

  • Assistant Vice President, Client Advisory

    1 month ago

    Singapore BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesBe part of a Client Advisory team supporting the Japan market. To provide administrative support to the Relationship Managers (RMs) in the following areas:-•Client account administration and client servicing•Liaison with internal departments regarding administrative matters concerning execution and settlement of trades, delivery...

  • Senior Investment Advisory Specialist, Sales

    3 weeks ago

    Singapore Citi Full time

    Citi Career Opportunity: At Citi, we're committed to supporting the growth and development of our employees. As a Senior Investment Advisory Specialist, Sales & Advisory Business Execution, you'll have the opportunity to expand your skills and make a difference in the investment sales & advisory process. Responsibilities:Manage specific investment advisory...

  • Tax Professional with Expertise in Compliance and Advisory

    2 days ago

    Singapore RT ADVISORY PTE. LTD. Full time

    About the RoleWe are seeking an experienced Tax Manager to join our team at RT ADVISORY PTE. LTD.Job OverviewThis is a dynamic opportunity for a seasoned tax professional who can provide expert guidance on tax compliance and advisory services to our clients.Key ResponsibilitiesManage a portfolio of clients, providing high-quality tax services including full...

  • Tax Advisory Manager for Multinational Clients

    6 days ago

    Singapore SURPASS STAFFING PTE. LTD. Full time

    Job DescriptionWe are seeking a seasoned Tax Advisory Manager to join our team at Surpass Staffing PTE. LTD. in Singapore.About the RoleThis is an exceptional opportunity to lead and oversee all tax-related engagements and processes for multinational clients across various industries in Singapore and globally.Key Responsibilities:Client Portfolio Management:...

  • Senior Client Engagement Manager

    1 day ago

    Singapore GARTNER ADVISORY (SINGAPORE) PTE LTD Full time

    Unlock Career Opportunities with Gartner AdvisoryGARTNER ADVISORY (SINGAPORE) PTE LTD seeks a seasoned Senior Client Engagement Manager to lead client relationships in the ANZ, Southeast Asia, and South Korea region. This role involves developing and managing relationships with clients across various industries, ensuring they derive maximum value from their...

  • Client Service Delivery Associate

    4 days ago

    Singapore WAN BUSINESS ADVISORY PTE. LTD. Full time

    About UsWAN BUSINESS ADVISORY PTE. LTD., a leading service provider in Singapore, is committed to delivering exceptional solutions to our clients across various industries.We are seeking a Customer Service Executive to join our team, playing a key role in ensuring client satisfaction and maintaining long-term relationships. This role requires a professional...

  • Team Leader, Corporate Advisory

    1 week ago

    Singapore RSM SG CORPORATE ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesRole Responsibilities Work on sell-side, buy-side and capital raising deals in all stages of execution and with a regional focus on Southeast Asia and Greater China Produce and analyse financial models, valuation assessments, financial due diligence reports and transaction documents such as information memoranda and board papers ...

  • Financial Advisory Executive

    3 days ago

    Singapore United Overseas Bank Full time

    Job Opportunity: Financial Advisory ExecutiveAt United Overseas Bank, we are committed to helping our customers achieve their financial goals. As a Financial Advisory Executive, you will play a key role in providing expert financial advice and investment solutions to meet the needs of our mass-market clients.About the RoleThe successful candidate will be...

  • Client Success Manager

    1 week ago

    Singapore GARTNER ADVISORY (SINGAPORE) PTE LTD Full time

    About Gartner Advisory (Singapore) PTE LtdGartner Advisory is a leading research and advisory company that helps businesses make informed decisions. We are looking for talented professionals to join our team in Singapore.Job SummaryWe are seeking a Client Success Partner to join our Client Success team. This role will be responsible for ensuring client...