Client Relationship / Business Development Executive – Wealth Platform

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