Job Description

Client Relationship / Business Development Executive - Wealth Platform

Role Overview

We are looking for a driven and client-focused professional to grow and retain a direct-to-consumer client base for a wealth and investment platform.

The role involves engaging qualified leads and existing clients, introducing relevant platform solutions, supporting account-opening journeys, strengthening client relationships, and identifying opportunities to improve retention and customer experience.

You will also interact with high-net-worth clients and prospects, including face-to-face meetings where required.

Key Responsibilities

Conduct outbound calls to qualified leads and prospects to introduce the platform, its services and key value propositions.
Guide interested prospects through account opening and relevant platform journeys.
Engage inactive or at-risk clients to understand their needs, reasons for reduced activity or attrition, and opportunities for re-engagement.
Explain relevant platform features, services, incentives and support options clearly and professionally.
Build and maintain strong relationships with prospective and existing clients.
Meet high-net-worth clients and prospects in person to provide platform walkthroughs and explain relevant propositions.
Prioritise leads, prospects and retention cases based on available data and business priorities.
Adapt communication style and messaging based on the client's experience, needs and interests.
Escalate complex client or retention cases to the appropriate internal teams where necessary.
Identify recurring client objections, attrition reasons and process gaps, and provide feedback to support service and process improvements.
Maintain accurate client interaction records and follow agreed compliance and regulatory requirements.

Requirements

3-5 years of experience in outbound sales, client relationship management, business development or a similar client-facing role.
Experience within wealth management, banking, fintech, insurance or financial services is highly preferred.
Proven track record of achieving sales, conversion, acquisition or retention targets.
Experience working with high-net-worth or affluent clients would be an advantage.
Strong spoken and written English.
Confident and professional when communicating with senior or affluent clients.
Strong interpersonal, relationship-building and customer-service skills.
Able to explain financial products, platform features and concepts in a clear and simple manner.
Comfortable working with sales targets and conducting outbound client outreach.
Willing to complete required regulatory and compliance training.

Education

Diploma or Degree in Business Administration, Management, Finance or a related discipline.
Equivalent relevant professional experience may also be considered.

Registration No.: R25156061

EA No.: 11C3373