Client Acquisition Specialist

PLACEMENT PROFESSIONALS

Islandwide
Sgd 3,000 - 8,000 / monthly pm
On-site
Wealth management
Financial planning
Interpersonal skills
To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement.com.sg I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D (Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals) NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings. 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 Present and position the company’s products effectively to prospective clients Manage the full sales cycle, from first contact through to closing Meet or exceed defined sales targets and performance metrics Maintain an active pipeline of prospects and update activities in CRM systems Build strong relationships with new clients to support retention and future opportunities Work with internal teams to ensure smooth onboarding and service delivery Stay informed on market trends, competitor offerings, and regulatory requirements Ensure all sales activities co

Job Summary

  • To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement
  • sg I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more
  • sg/companies/placement-professionals-53226217D (Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals) NB

Matching Summary

Match Score: 75

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement.com.sg I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D (Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals) NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings. 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 Present and position the company’s products effectively to prospective clients Manage the full sales cycle, from first contact through to closing Meet or exceed defined sales targets and performance metrics Maintain an active pipeline of prospects and update activities in CRM systems Build strong relationships with new clients to support retention and future opportunities Work with internal teams to ensure smooth onboarding and service delivery Stay informed on market trends, competitor offerings, and regulatory requirements Ensure all sales activities co

Salary

SGD 3,000 - 8,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Financial Planning
  • Interpersonal Skills
  • Identifying New Business Opportunities
  • Marketing Strategy

Nice-to-have

  • Developed CRM Strategies
  • Relationship Management
  • Strategic Prospecting
  • Wealth Accumulation
  • Needs Analysis
  • Sales Cycle Management
  • Investment Management
  • Financial Products
  • Networking
  • Financial Advisory
  • Client Retention
  • Sales And Business Development
  • Business Leads
  • Financial Services

Work Rights

Tailored Resume

Cover Letter