Direct Sales Executive – Ultra‑High‑Net‑Worth Clients

About the role

The Direct Sales Executive will acquire and develop ultra‑high‑net‑worth individual (UHNWI) relationships through a high‑trust, high‑touch commercial approach. You will build a qualified pipeline, convert prospects via a premium consultative process, and coordinate a personalized onboarding experience with internal teams.

Key responsibilities

• Develop and execute a pipeline plan with clear weekly activity and conversion targets.
• Source qualified prospects through trusted networks, introducers, strategic partners, and high‑calibre events.
• Enable premium discovery meetings to diagnose client needs and qualify fit.
• Present Insignia’s value proposition credibly, tailored to each client’s context.
• Manage objections (fees, privacy, onboarding requirements) and progress deals to decision.
• Coordinate onboarding with internal stakeholders to ensure a seamless, compliant client experience.
• Maintain excellent CRM hygiene with accurate updates, follow‑ups, and reporting.
• Protect brand integrity through disciplined qualification, ethical conduct, and confidentiality.

Required profile

• Proven sales track record in premium, relationship‑led environments such as private banking, luxury services, or UHNW advisory.
• Demonstrated ability to source leads through trusted networks and operate in an invitation‑led context.
• Strong written and verbal communication skills, capable of creating tailored proposals and delivering polished presentations.
• Comfort working with structured processes (CRM, pipeline stages, reporting) in a target‑driven environment.
• High integrity, discretion, and professionalism when dealing with senior stakeholders and demanding clients.
• Client‑first, service‑oriented mindset with premium standards and resilience under pressure.