Sales Lead

A leading Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with the next generation leaders, the firm has a niche set of tailor-made offerings to suit its clients needs and requirements.

Presently managing net worth of USD 250 million across India and Singapore. The firm&aposs activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals.

Organizational structure : Organized as an independent partnership, the firm operates in the best interest of its clients independently. Presently, it is shared by 2 whole time and 2 Independent Partners and 12 Advisors and Senior Advisors across divisions of wealth, structure, and compliance.

Client Profile Firm has built its network by word of mouth and works in a network of leading Indian business houses, new generation entrepreneurs, CEO and CXO-level Individuals.

Role Overview : As a Senior Client Onboarding Specialist (Sales Lead), you will be responsible for driving client acquisition and ensuring a seamless onboarding journey for ultra-HNW and family office clients. This is a high-ownership, front-line role where you will directly engage with clients, understand their complex financial needs, and position integrated solutions to build long-term trust and partnerships.

Key Responsibilities

• Client Acquisition & Onboarding Drive the end-to-end onboarding process of ultra-HNW individuals and family office clients, showcasing wealth management and multi-family office expertise.
• Relationship Building Engage with promoters, entrepreneurs, and family business leaders to understand their legacy planning, governance, and wealth management requirements.
• Sales Leadership Build and manage your own client acquisition pipeline. Develop and execute strategies to convert prospects into long-term relationships.
• Cross-Functional Collaboration Coordinate with investment, tax, compliance, and advisory teams to ensure smooth onboarding and timely execution of client mandates.
• Market & Client Insights Stay updated on wealth management trends, regulatory changes, and family office best practices to effectively address client needs.
• Performance Reporting Track and report progress on acquisition targets, conversion rates, and onboarding effectiveness to senior leadership.

Candidate Profile

Benefits :

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Skills Required

Wealth Management, Client Acquisition, estate tax planning, Onboarding, Performance Reporting