Job description

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 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)