Client Acquisition Specialist

Overview

This role focuses on driving business growth through the acquisition of new clients for a range of wealth and financial products. As a Client Acquisition Specialist, you will be responsible for identifying prospects, converting leads, and expanding the organisation’s market presence.

The position is sales-driven and requires managing the full client acquisition cycle, from initial outreach to successful onboarding.

A front-line, performance‑driven role centered on client acquisition, requiring consistent prospecting, relationship building, and disciplined pipeline management.

Key Responsibilities

• Identify and pursue new business opportunities through channels such as cold outreach, networking, referrals, and online research
• Qualify leads by assessing financial needs, capacity, and readiness to engage
• Conduct detailed needs analysis to identify gaps and recommend suitable financial solutions
• P...