Freelance Financial Advisor

3 days ago

Bukit Merah, Singapore Synergy Consulting Full time

**Location**: 1 Maritime Square, #10-54, Harbourfront Centre S099253

We are looking for a **driven and dynamic Consultant** to support our growth strategy. This role combines **account management and new business acquisition** — perfect for someone who enjoys building strong client relationships while also identifying and securing new opportunities.

**Key Responsibilities**

**Account Management & Growth**
- Serve as the main point of contact for existing clients, ensuring consistent engagement and satisfaction
- Deepen client relationships by understanding needs and offering tailored solutions
- Identify upsell and cross-sell opportunities to drive account growth
- Monitor client performance and feedback to ensure high retention and renewal rates

**New Business Acquisition**
- Prospect and engage potential clients via networking, referrals, and events
- Understand business challenges and present customised solutions
- Deliver presentations, product demos, and proposals to decision-makers
- Work with internal teams to ensure smooth onboarding for new clients

**General**
- Meet or exceed growth and acquisition targets
- Maintain accurate CRM records and pipeline updates
- Stay updated on industry trends, market conditions, and competitor activities

**Requirements**:

- Diploma/Bachelor’s in Business, Marketing, or related field
- 1-3 years’ experience in business development, sales, or account management (fresh graduates with strong communication skills may be considered)
- Excellent interpersonal and presentation skills
- Ability to manage multiple clients and priorities effectively
- Self-motivated with a results-driven mindset

**What We Offer**

Competitive base salary + **commission and performance incentives**

Flexible schedule with supportive team environment

Employee discounts & professional development opportunities

Clear career growth and progression

**Schedule & Benefits**

**Schedule**: Monday to Friday

**Benefits**: Employee discount, Flexible schedule, Professional development

**Supplemental Pay**: Commission pay + Signing bonus

**Job Types**: Full-time, Part-time, Permanent, Fresh graduate, Freelance, Student job

Pay: From $2,000.00 per month

**Benefits**:

- Employee discount
- Flexible schedule
- Professional development

**Education**:

- GCE 'A' Level or equivalent (required)

Work Location: In person

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