About the Role
Optiva Capital Partners is a premier wealth management firm specializing in investment immigration, investment advisory, and insurance services. We are currently looking for a results-driven Client Engagement Manager / Sales Closer to lead our office-based team. In this pivotal role, you will be responsible for converting 25% of qualified walk-in and inbound leads into multi-product fee income while strictly safeguarding our high-net-worth service standards, regulatory compliance, and data discipline.
Key Responsibilities- Welcome and profile all walk-ins and referrals, conducting structured discovery sessions to set clear next steps.
- Map client goals to investment-immigration, international real estate, and cross-sell options, delivering priced proposals within 24 hours.
- Maintain rigorous pipeline and CRM discipline, ensuring high data accuracy and eliminating orphan leads.
- Manage end-to-end follow-ups, close proposals, and execute seamless handovers to the Executive Office.
- Drive client experience and retention by addressing NPS feedback, running callback campaigns, and maintaining rapid response SLAs.
- Collaborate closely with marketing, processing, and customer support teams while adhering strictly to AML, KYC, and data privacy guidelines.
- Bachelor's degree in Business, Finance, Economics, Law, Engineering, or a related field (MBA is an added advantage).
- Ages 35 to 45 years.
- 10+ years of experience in inside sales, client success, or relationship management within wealth management, luxury real estate, or private banking.
- Minimum of 5 years in a team leadership and coaching capacity.
- Exceptional consultative selling, pipeline optimization, objection handling, and executive presence.
- Competitive salary package with lucrative performance-based incentives.
- Continuous professional development through advanced sales and product training modules.
- Opportunity to work with high-net-worth clients in a prestigious wealth management environment.