4Thought Finance

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