Senior Client Acquisition Specialist

4 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Job Description

As a senior client onboarding specialist, you will be responsible for driving business growth and ensuring a seamless client experience. This is a high-ownership role where you will directly engage with clients, understand their complex financial needs, and position our integrated solutions to build long-term relationships.

  • Client Acquisition & Onboarding: Drive the end-to-end onboarding process of high net worth individuals and family office clients, showcasing our wealth management 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.
Required Skills and Qualifications
  • 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 high net worth 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

This is a challenging yet rewarding role that offers the opportunity to work with high net worth individuals and family offices.

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