
4Thought Finance
4 weeks ago
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 4Thoughts' 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 4Thoughts' 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
Why Choose 4thoughts Finance
- Established and reputed wealth management firm since 2015
- Strong network of business leaders, entrepreneurs, and CXOs
- High ownership and autonomy in decision-making
- Collaborative, family-like work culture
- Exposure to cross-border transactions and niche financial solutions
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