Client Engagement Executive

5 days ago


Singapore ASIA WEALTH PLATFORM PTE. LTD. Full time

**Description**:
We are looking for a highly motivated and enthusiastic Client Engagement Executive to join our dynamic Client Engagement team at StashAway. This is a great entry level role for someone who wants to step into the investment and fintech space and is passionate about the service delivered to clients. As the first point of contact for our clients, you will be at the forefront of delivering exceptional service, ensuring clients feel informed, and supported throughout their investment journey with us. The role goes beyond reactive support - you’ll be proactively engaging with clients, helping them understand our portfolios, navigating the platform, and addressing any queries or concerns related to their portfolios. You will play a crucial role in shaping the overall client experience, working closely with internal teams to ensure smooth and efficient operations.

If your ambition is to be a future wealth advisor or grow into business development with experience centric strategies, then this is an ideal first job You will get to interact with cross functional teams and be directly involved in building the Singapore business.

**Responsibilities**:

- **Onboarding & Journey Support**:Support new clients through onboarding, ensuring a seamless setup, understanding of product offerings, and a positive start to their StashAway experience. Continue to engage with clients throughout their lifecycle to maintain satisfaction and retention.
- **Product & Platform Expertise**:Develop a deep understanding of StashAway’s portfolios, investment strategies, and platform features. Clearly communicate these to clients, helping them make informed decisions based on their unique financial needs.
- **Cross-Functional Collaboration**:Work with internal teams to execute initiatives that improve the overall client experience.
- **Event & Experience Execution**:Assist with the execution of campaigns, webinars, and in-person events, helping to build loyalty and deepen client relationships. Ensure smooth event logistics and follow up with attendees for post-event engagement.
- **Process & Service Improvement**:Identify friction points in client workflows and suggest improvements. Contribute to the creation of scalable processes that enhance service quality and operational efficiency.
- **Client Feedback & Insights**:Act as the voice of the client within the organisation, providing valuable insights to improve our offerings and processes.

**Requirements**:

- **Degree**in Finance, Economics, Management, Communication, or a related field.
- **Fresh graduates**with a passion for investments and client engagement are encouraged to apply.
- **Strong communication skills**in English; proficiency in Mandarin is a plus.
- **Interest in personal finance and investing**with the ability to understand and explain financial concepts to clients.
- **Detail-oriented and organised**with excellent time management skills, capable of juggling multiple tasks.
- **Client-centric**with a positive attitude and willingness to go above and beyond for clients.
- **Problem-solving mindset**, proactive and willing to take ownership of issues and tasks.
- **Team player**who works well in a fast-paced, collaborative environment.

**Benefits**:
**Employee financial and physical well-being**
- **Compensation package**: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
- **Comprehensive insurance coverage**:Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
- **Management fee discount**:You will receive an employee discount on your asset management fees when you invest with StashAway.

**Flexible work arrangements and policies**
- **Unlimited paid annual leave**:It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
- **Personal work equipment budget**:It’s important that you have a workstation that’s optimal for you wherever you are.

**Learning and development opportunities**
- You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

**Team bonding budget and initiatives**
- **Quarterly team bonding budget**: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
- **Annual off-sites (Nov)**:Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges



  • Singapore CYCLING WITHOUT AGE SINGAPORE LTD. Full time

    Cycling Without Age Singapore (CWAS) is a registered Singapore Charity with IPC status. Our single purpose is to fight social isolation amongst seniors in the Singapore community and whenever possible, we will also engage seniors to deliver the CWAS services. The Client Engagement Service Executive is responsible for the day-to-day operational support of...


  • Singapore SINGAPORE ENVIRONMENT COUNCIL Full time

    **Client Engagement Executive - Join the Green Sales Revolution!** **Location**:Singapore **Company**:Singapore Environment Council (SEC) **Type**:Full-Time | Hybrid Are you a go-getter with a passion for sales and a drive to make a real impact? The Singapore Environment Council (SEC) is on the hunt for a **Client Engagement Executive**who’s hungry to...


  • Singapore SINGAPORE ENVIRONMENT COUNCIL Full time $40,000 - $80,000 per year

    Client Engagement Executive - Join the Green Sales Revolution Location: Company: Type: Client Engagement Executive What You'll Do: Drive Sales & Build Relationships Hunt for new business opportunities and convert leads into loyal clients. Pitch SEC's eco-certification and sustainability services with confidence and clarity. Own the sales process from...


  • Singapore NEW HOPE COMMUNITY SERVICES Full time

    **Job Summary**: As the Client Engagement Executive at New Hope Community Services, you will be an integral part of our mission to bring change into the lives of the displaced and disadvantaged in the community. This position is responsible for overseeing the operational functions of our shelter and ensuring that the safety and well-being of the residents...


  • Singapore beBeeDigital Full time $4,000 - $8,000

    Job Title:Client Engagement SpecialistWe are seeking a highly skilled and motivated Client Engagement Specialist to join our team. As a Client Engagement Specialist, you will be responsible for engaging with clients to understand their needs and develop effective marketing strategies that meet their goals.Key Responsibilities:Developing and implementing...


  • Singapore ALTRAMARKETING PTE. LTD. Full time

    We are seeking ambitious and driven individuals to join us as Marketing Executives, where you'll play a key role in increasing our clients' brand awareness and expanding their customer base through engaging promotions at our event sites across Singapore. This is more than just a marketing role - it's an opportunity to grow into leadership,...


  • Singapore ALTRAMARKETING PTE. LTD. Full time $104,000 - $130,878 per year

    We are seeking ambitious and driven individuals to join us as Marketing Executives , where you'll play a key role in increasing our clients' brand awareness and expanding their customer base through engaging promotions at our event sites across Singapore.This is more than just a marketing role — it's an opportunity to grow into leadership, develop valuable...


  • Singapore ALTRAMARKETING PTE. LTD. Full time

    We are seeking ambitious and driven individuals to join us as Marketing Executives , where you'll play a key role in increasing our clients' brand awareness and expanding their customer base through engaging promotions at our event sites across Singapore. This is more than just a marketing role — it's an opportunity to grow into leadership, develop...


  • Singapore beBeeClientEngagement Full time $80,000 - $120,000

    Job Opportunity: Client Engagement SpecialistThe Wealth Solutions Client Engagement team is a key function within the organization, responsible for marketing wealth management capabilities to clients across various segments. The team drives impactful marketing content and provides insights that help strengthen client relationships and drive business growth...


  • Singapore ALTRAMARKETING PTE. LTD. Full time

    We are seeking ambitious and driven individuals to join us as Marketing Executives , where you'll play a key role in increasing our clients' brand awareness and expanding their customer base through engaging promotions at our event sites across Singapore.This is more than just a marketing role - it's an opportunity to grow into leadership, develop valuable...