Passionate about fintech and ready to make an impact?

Join us for our exclusive recruitment open day on June 14th at the StashAway Singapore office to explore this exciting opportunity and connect with our team. Click Apply today, and our Talent Acquisition team will follow up with more information!

About the Role

We are looking for a highly motivated and enthusiastic Client Engagement Executive to join our dynamic team at StashAway. This is an excellent entry-level role for individuals early in their career journey, who are eager to explore the investment and fintech space and passionate about delivering outstanding client service.

As the first point of contact for our clients, you will be instrumental in creating a positive and supportive experience, guiding clients throughout their investment journey with us. This role goes beyond reactive support - you'll be proactively engaging clients, helping them understand our portfolios, navigate the platform, and resolve queries.

If you're aspiring to become a future wealth advisor or pursue a client-focused business development career, this role provides direct exposure to building client relationships and working cross-functionally within the Singapore business.

Key Responsibilities

• Client Engagement & Support: Respond to client queries via email, phone, and WhatsApp, offering timely and empathetic assistance while escalating complex issues where needed.
• Onboarding & Journey Guidance: Support clients through onboarding and continuously engage them to ensure satisfaction and retention.
• Product & Platform Knowledge: Acquire deep understanding of StashAway's investment strategies and communicate them clearly to help clients make informed decisions.
• Cross-Functional Coordination: Collaborate with internal teams to enhance service and operational efficiency.
• Client Experience Initiatives: Help deliver client campaigns, webinars, and events, ensuring seamless execution and post-event follow-up.
• Process Improvement: Identify pain points in the client journey and contribute to process enhancements.
• Client Advocacy: Represent the voice of the client internally and provide insights to improve offerings.

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: Covered 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 (Sep): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges

Requirements

• Degree in Finance, Economics, Management, Communications, or a related field.
• Entry-level role: Suitable for individuals beginning their career in the investment or fintech space
• Excellent communication skills in English.
• Proficiency in Mandarin is a required as this role involves engaging with Mandarin-speaking clients in Singapore. This requirement is essential for job-related communication needs and is not a company preference.
• Strong interest in personal finance, with the ability to explain financial concepts clearly.
• Highly organised, with the ability to manage multiple tasks effectively.
• Positive, client-first attitude with a willingness to go the extra mile.
• Collaborative team player who thrives in a fast-paced, dynamic environment.
• Team player who works well in a fast-paced, collaborative environment.