Client engagement executive

Key Appointments • Grow and retain the company's direct-to-consumer (D2C) client base through customer outreach. Key Responsibilities • Outbound sales: Call qualified leads and prospects to introduce the platform and key propositions; guide interested prospects through account opening and core journeys. • Retention and client care: Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition. • High net worth clients: Meet HNW clients and prospects in-person to walk through the platform and key propositions. Key Decisions within the Role • Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided. • Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate. • Decide when a retention case needs to be escalated to a manager or the appropriate team. • Identify recurring objections, attrition reasons and process gaps, and report them for improvement. Requirements • Experience • 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance. • Proven record of meeting sales conversion or retention targets.Preferred: experience serving HNW or private banking clients. • Skills and Knowledge • Strong written and spoken English.Polished and credible presence for face-to-face meetings with senior and affluent clients.Good interpersonal skills and a customer-centric mindset.Able to explain financial concepts simply and accurately without straying into investment advice.Willing to complete all required regulatory and compliance training. • Education • Academic: Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience.