Client Advisory Executive (Affinity Group – PIAS)
Company: PIAS (Professional Investment Advisory Services) – Affinity Group
Location: Singapore
Employment Type: Full-Time
We are looking for an energetic, articulate, and goal-driven individual to join the Affinity group under PIAS, one of Singapore’s leading financial advisory firms.
As a Client Advisory Executive, you will play a key hybrid role combining client outreach, lead nurturing, telemarketing support, appointment setting, and client service excellence. You will be the first touchpoint in re-engaging prospects, introducing promotions, addressing early-stage concerns, and guiding them through the advisory funnel.
Your work will directly drive prospect conversion, advisor productivity, and the overall growth of the organisation.
Key Responsibilities
Client Outreach & Re-Engagement
- Conduct outbound calls, emails, and follow-ups to re-engage previous and potential clients
- Introduce and explain the company's offerings, promotions, and value propositions
- Communicate persuasively on how products/services align with clients’ financial needs and goals
Lead Management & Appointment Setting
- Make outbound calls to prospects, database contacts, and members to promote current campaigns
- Schedule and confirm appointments for financial advisors
- Maintain accurate records of outreach outcomes, lead status, and conversion performance
Cross-Team Collaboration
- Work closely with advisors in the Affinity – PIAS group to ensure seamless client handover
- Share client insights and feedback with sales/marketing teams for improved lead-nurturing strategies
Customer Service & Advisory Support
- Deliver warm, professional, and helpful customer service via phone and in person (when required)
- Provide accurate product information and general guidance within non-advisory boundaries (unless licensed)
- Stay updated on financial products, market trends, and competitor offerings
Performance Tracking & Professional Development
- Maintain proper documentation of client interactions and follow-up activities
- Work toward monthly and quarterly KPIs: conversion, appointments, revenue contribution, CSAT
- Attend training sessions to improve product knowledge, communication, and sales techniques
- Consistently aim to exceed performance targets
Qualifications & Requirements
- Minimum Higher NITEC / Pre-U / A-Level / Diploma / Degree or equivalent
- Clear, friendly, and engaging communication skills
- Target-driven, self-motivated, and results-oriented
- Organised, reliable, and professional with strong attention to detail
- Experience in financial services, sales, telemarketing, or call centre roles is a bonus (not required)
- Positive attitude, willingness to learn, and ability to thrive in a fast-paced environment
