Client Engagement Executive

About the role

Grow and retain the platform's direct-to-consumer (D2C) client base through customer outreach, sales conversion, and active account management.

Key responsibilities

• Contact qualified leads and prospects to introduce the platform and guide them through account onboarding
• Engage with inactive or at-risk clients to understand their needs, explain platform features and support, and reduce attrition
• Conduct in-person meetings with HNW clients and prospects to walk through the platform and key propositions
• Prioritize lead engagement using provided data, adapt communication pitch and tone to client experience levels, escalate retention cases as needed, and feed back process gaps and market objections to management

About you

• Minimum 3 years of experience in outbound sales, client relations, or business development—ideally within wealth management, banking, fintech, or insurance
• Proven background in meeting conversion or retention targets
• Experience serving HNW or private banking clients is preferred
• Strong written and spoken English
• Polished communication presence for face-to-face client meetings
• Excellent interpersonal skills
• Ability to explain financial concepts clearly without providing financial advice
• Willingness to complete all required regulatory and compliance training
• Degree or diploma in Business Administration, Management, or a related discipline—or equivalent relevant work experience