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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: - Experience: Minimum 8 to 10 years in sales/business development in wealth management or family office environments. Proven experience in family office client acquisition is mandatory. - Education qualifications: MBA / CA - Go-Getter Attitude: Highly driven, target-oriented, and comfortable with building pipelines independently. - Domain Knowledge: Strong understanding of wealth management products, estate/tax planning, succession, and family office governance. - Client-Centric: Exceptional ability to build trust-based relationships with ultra HNW families and entrepreneurs. - Sales Acumen: Track record of closing high-value mandates in the wealth management/family office space. - Communication Skills: Excellent presentation, negotiation, and interpersonal skills. Benefits: - Competitive salary with performance-based incentives - Leadership role heading Client Acquisition / Sales team - Opportunity to be part of top-level management - Professional development and learning opportunities - Direct exposure to ultra-HNW clients and family offices

Bangalore

Sales Lead - Wealth Management Firm 

Job Description for Sales Lead - Wealth Management Firm  in Talent Corner HR Services Pvt Ltd in  Bangalore for (8-12) years of experience. Apply Now!

Sales Lead - Wealth Management Firm  | iimjobs.com