Client Acquisition Specialist

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

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 comply with internal policies and industry regulations

Requirements

• Strong sales and business development capabilities
• Good communication and interpersonal skills
• Ability to manage multiple prospects and prioritise effectively
• A results-driven mindset with the ability to meet targets
• Understanding of financial products and market dynamics (preferred)

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.