Client engagement executive

Key Appointments Grow and retain the company's direct-to-consumer (D2C) client base through customer outreach. Key Responsibilities Outbound sales:  Call qualified leads and prospects to introduce the platform and key propositions; guide interested prospects through account opening and core journeys. Retention and client care:  Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition. High net worth clients:  Meet HNW clients and prospects in-person to walk through the platform and key propositions. Key Decisions within the Role Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided. Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate. Decide when a retention case needs to be escalated to a manager or the appropriate team. Identify recurring objections, attrition reasons and process gaps, and report them for improvement. Requirements Experience 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance. Proven record of meeting sales conversion or retention targets.Preferred: experience serving HNW or private banking clients. Skills and Knowledge Strong written and spoken English.Polished and credible presence for face-to-face meetings with senior and affluent clients.Good interpersonal skills and a customer-centric mindset.Able to explain financial concepts simply and accurately without straying into investment advice.Willing to complete all required regulatory and compliance training. Education Academic: Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience.