The Business Support Executive role combines executive assistant responsibilities with business development support activities. Reporting to the managing director of a financial advisory firm specialising in insurance solutions, the position plays a key role in ensuring smooth day-to-day operations while supporting the firm’s growth initiatives through lead generation, client engagement coordination, and business development activities. This is a full-time position based in Singapore with a hybrid working arrangement.
Responsibilities
Executive Assistant & Business Support
Provide comprehensive administrative and executive support to the managing director
Manage calendars, appointments, meetings, and travel arrangements
Coordinate internal and external meetings, including preparation of agendas, minutes, and follow-up actions
Screen and manage correspondence, emails, and phone communications
Prepare presentations, reports, proposals, and business documentation
Maintain client records and databases with accuracy and confidentiality
Support regulatory, compliance, and administrative requirements relevant to the financial advisory business
Coordinate events, seminars, webinars, and client engagement activities
Liaise with internal stakeholders, insurers, partners, and clients on behalf of the managing director
Handle ad hoc projects and administrative assignments as required
Business Development & Lead Generation
Support the firm’s client acquisition and business growth initiatives
Conduct market research to identify potential clients, referral partners, and business opportunities
Build and maintain prospect databases and CRM records
Generate and qualify leads through various channels including networking, referrals, digital platforms, and outreach campaigns
Schedule appointments and meetings between qualified prospects and financial consultants
Assist in developing and executing marketing and client engagement campaigns
Follow up with prospective clients and maintain ongoing communication pipelines
Monitor lead conversion progress and provide regular reports to management
Support client onboarding and relationship management activities
Identify opportunities to strengthen partnerships and referral networks
Requirements
Diploma or degree in business administration, marketing, finance, communications, or a related discipline
Minimum 2 to 5 years of relevant experience in executive support, business administration, sales support, or business development
Experience within financial services, insurance, banking, wealth management, or professional services will be advantageous
Familiarity with CRM systems and Microsoft Office applications
Strong organisational and multitasking abilities
Excellent verbal and written communication skills
Professional and confident interpersonal skills
Ability to work independently while managing multiple priorities
Strong attention to detail and commitment to accuracy
Proactive, resourceful, and solutions-oriented mindset
Commercial awareness and interest in business development activities
High level of integrity and discretion in handling confidential information
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook
Preferred qualifications:
Experience supporting senior executives or business owners
Exposure to lead generation, sales support, or client relationship management
Familiarity with LinkedIn and other business networking platforms
Understanding of Singapore’s financial advisory or insurance industry would be advantageous
Entrepreneurial mindset with a desire to contribute to business growth
Additional information
What We Offer
Opportunity to work closely with the managing director and gain broad business exposure
Dynamic and collaborative working environment
Professional development and career growth opportunities
Competitive salary and performance-based incentives
Exposure to the financial advisory and insurance industry
About the company
A Singapore-based company operating in the financial sector. The organisation provides advisory services and tailored solutions to its clients.
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