Client Onboarding & Experience Executive Full-time Job

Purpose of the RoleThis role sits at the heart of Eight Wealth International’s (EWI) client journey. The Client Onboarding & Experience Executive ensures every new client is welcomed, onboarded, and supported in a way that reflects the EWI standard: professional, personal, and premium. The focus is on designing, managing, and continually improving how we communicate with, service, and retain our clients — ensuring a seamless and exceptional experience from first interaction through to longterm relationship.Key ResponsibilitiesClient Onboarding• Manage the full onboarding process for new clients — ensuring all steps from introduction, documentation, and account setup to initial meeting scheduling are delivered smoothly and consistently. • Coordinate between advisors, paraplanners, and client servicing teams to ensure an efficient and joinedup experience. • Create and maintain onboarding workflows, checklists, and welcome communications across all regions (Singapore, Hong Kong, Dubai). • Ensure clients receive a warm, personalised introduction to EWI, building confidence and clarity from day one.Client Experience, Servicing & Retention• Develop and deliver a structured EWI client servicing and communication framework to ensure consistent, proactive touchpoints across the client lifecycle. • Work closely with advisors to ensure clients receive timely annual reviews and service commitments. • Strengthen retention through thoughtful and highquality communication — including reminders, checkins, and postreview followups. • Introduce client feedback loops to help measure satisfaction and identify opportunities to improve. • Monitor and refine all clientfacing processes to ensure the experience is simple, fast, and always premium. • Conduct a biannual client survey to gather insights, measure satisfaction, and drive continuous improvement.Interaction with UK Team• Liaise with the UK team on client repatriation matters. • Coordinate the transfer of client files and information to ensure a smooth transition. • Arrange and support handover meetings between EWI advisors and UK counterparts.Client Events & Engagement Activities• Attend client events and assist advisers with hosting clients. • Curate and coordinate EWI clientcentric events with responsibility for managing and adhering to agreed budgets. • Support advisers in ensuring clients feel welcomed, informed, and valued throughout events and followup phases.Client Communication & Engagement• Deliver consistent, brandaligned communication at key milestones (welcome packs, onboarding updates, review reminders, thankyou messages, etc.). • Collaborate with Marketing to ensure all messaging reflects EWI’s tone, professionalism, and values. • Ensure communication is tailored to client needs, easy to understand, and supports longterm engagement.Process, Quality & Continuous Improvement• Review and streamline onboarding, servicing, and retention processes to ensure efficiency, compliance, and scalability. • Track and report key metrics including onboarding timelines, client engagement levels, event feedback, and retention indicators. • Ensure adherence to standards and regulatory requirements across all onboarding and communication activities. • Identify opportunities to elevate the client experience—always looking for ways to make processes smarter, simpler, and more impactful.Collaboration• Work closely with Business Development Executives, Advisors, Client Servicing teams, and the UK team to ensure a smooth transition between all stages of the client journey. • Partner with leadership to build and evolve a structured “EWI Client Experience Framework” to support the business as it grows. • Act as a central point of coordination for improving how EWI engages with clients across all three regions.Skills & Experience• Experience in client onboarding, client experience, relationship management, or customer service (ideally within financial or professional services). • Exceptional communication skills — confident, empathetic, and professional across all channels. • Excellent organisational skills and strong attention to detail. • Ability to coordinate multiple stakeholders and manage crossfunctional processes. • A continuous improvement mindset focused on delivering a worldclass client experience.Personal Attributes• Warm, approachable, and solutionsoriented. • Passionate about delivering service excellence and client satisfaction. • Proactive and adaptable in a fastpaced environment. • Collaborative team player who thrives in a peoplecentred culture.