Mumbai City, Maharashtra, India · Hybrid
About Us Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported b…
Skills: Lead Generation, Prospect Research, Client Profiling, LinkedIn Sales Navigator, Microsoft Excel
Bournemouth, England, United Kingdom · Hybrid
About Us Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Cyprus, Spain, Switzerland and UAE. We deliver bespoke advice to internationally mobile clients, supported by speci…
Skills: Mortgage Advising, UK Residential Mortgages, Buy-to-Let Mortgages, Business Development, FCA Compliance
London, England, United Kingdom · Hybrid
$24k–$28k/yr
About us Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and Dubai. We provide tailored financial advice to international clients, supported…
Skills: Communication Skills, Commercial Awareness, Proactivity, Lead Generation, Business Development
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role focuses on identifying and qualifying prospective international wealth management clients through targeted research and lead generation. It involves supporting Business Development Managers by building prospect lists and maintaining high-quality data within the CRM.
Candidates must possess strong research skills, proficiency in Microsoft Excel for data management, and professional English communication skills. A proactive, target-driven approach and the ability to support international teams across different time zones are essential.
Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.
Role Overview
The Sales Support Consultant is responsible for supporting Skybound’s global advisory and business development network through lead generation, prospect research, and client profiling. Based in the Mumbai office as part of the Group’s exported services function, the role provides direct support to Business Development Managers and Advisers across key international offices.
This role plays an important part in Skybound’s client acquisition strategy by identifying, researching, and qualifying prospective clients who may benefit from international wealth management, financial planning, and investment advisory services.
The successful candidate will be expected to combine strong research ability, data accuracy, CRM discipline, Excel proficiency, and professional communication to help generate opportunities for the advisory teams.
Key Responsibilities
Prospecting & Lead Generation
Identify and build targeted prospect lists using LinkedIn Sales Navigator, online research, professional databases, company websites, industry sources, and other approved tools.
Research individuals based on location, profession, seniority, industry, income potential, international mobility, and likely wealth management needs.
Client Profiling & Qualification
Develop clear prospect profiles by assessing relevant background information such as occupation, company, location, financial potential, career milestones, and possible advisory needs.
Qualify leads based on suitability, and relevance to the assigned Business Development Manager or Adviser
BDM & Advisor Support
Work closely with Business Development Managers to understand target markets, preferred client profiles, campaign priorities, and appointment-setting requirements.
Provide regular updates on lead quality, research techniques and ideate on the prospecting strategies.
Data Quality
Ensure prospect data is accurate, relevant, and handled in line with internal data protection, compliance, and communication policies.
Avoid duplication, maintain clean records, and follow approved processes for lead sourcing, engagement, and record management.
Campaign & Market Support
Support targeted business development campaigns by geography, profession, employer, nationality, or client segment.
Assist in identifying new prospect pools, researching market opportunities, and preparing data sets for BDM-led initiatives.
Performance Tracking & Reporting
Monitor outreach effectiveness, response rates, conversion trends, appointment generation, and lead quality.
Use performance insights to improve prospecting methods, targeting, data accuracy, and campaign outputs.
Key Skills & Experience
The ideal candidate will be able to demonstrate:
Strong research skills and attention to detail
Professional communication skills
Confidence supporting international business development teams
Proficiency in Microsoft Excel, including the ability to manage prospect lists, clean and organise data, track activity, use filters and formulas, prepare structured reports
A proactive, organised and target-driven approach
The ability to work independently while supporting teams across different time zones
Strong written English
Good data discipline
Consistent follow-up habits
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Global reach, unmatched expertise, and innovative technology to help you bring your plans to life.
At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals. Skybound Wealth provides regulated financial advice and planning services across multiple jurisdictions. Content shared on this page is for general information and insight only and does not constitute personal financial advice. Advice is provided only following a full assessment of individual circumstances and subject to applicable local regulation.
Offices: Global, AE · 3 Lower Thames Street, Suites 418-419, 4th Floor,, London, England EC3R 6HD, GB · Geneva, Geneva, 1215, CH · United Arab Emirates, Dubai, AE · Houston, Texas 77056, US
Global reach, unmatched expertise, and innovative technology to help you bring your plans to life.
At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them. Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle. We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures. Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future. We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals. Skybound Wealth provides regulated financial advice and planning services across multiple jurisdictions. Content shared on this page is for general information and insight only and does not constitute personal financial advice. Advice is provided only following a full assessment of individual circumstances and subject to applicable local regulation.
Offices: Global, AE · 3 Lower Thames Street, Suites 418-419, 4th Floor,, London, England EC3R 6HD, GB · Geneva, Geneva, 1215, CH · United Arab Emirates, Dubai, AE · Houston, Texas 77056, US
