Sr. Client Acquisition Specialist / Lead

Job Description

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 ultraHNW 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