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 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 Associates and Advisors across key international offices, including Dubai and London.
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 Associate or Advisor.
Associate & Advisor Support
Work closely with Associates 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 have strong research skills, attention to detail, professional communication ability, and the confidence to support international business development teams.
Proficiency in Microsoft Excel is required, including the ability to manage prospect lists, clean data, track activity, work with filters and formulas, and prepare structured reports.
The role requires a proactive, organised, and target-driven individual who can work independently while supporting teams across different time zones. Strong written English, data discipline, research capability, and consistent follow-up habits are essential.
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Skills Required
- Proficiency in Microsoft Excel, including prospect list management, data cleaning, activity tracking, filters, formulas, and structured reporting
- Strong written English and professional communication skills
- Strong research and prospect profiling abilities
- High attention to detail and data accuracy
- Ability to manage CRM records and maintain data discipline
- Proactive, organized, and target-driven approach
- Ability to work independently while supporting international teams across time zones
- Consistent follow-up habits
What We Do
Skybound Wealth Management is an international independent financial advisory and wealth management group serving internationally connected individuals and families. It provides tailored financial advice and bespoke plans covering investments, pensions, property, inheritance planning, international moves, and long-term financial security. The company combines global reach, local insight, and specialist teams in wealth planning, compliance, and operations across the UK, USA, Switzerland, Europe, and Middle East.
