Sales Specialist

Certus Recruitment Group; New York (NY); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Base salary

Uncapped commission

Premium client exposure

Career progression

Professional culture

Job summary

Certus Recruitment Group partners with a specialist, high-end advisory business operating in the UHNW space. This client-facing role requires comfort working with sophisticated individuals, complex requirements, and long-term relationship building.

You’ll act as a trusted advisor, converting warm and qualified leads into clients through a high-touch, consultative sales process. You will collaborate with internal teams to ensure onboarding and an exceptional client experience, building lasting

Qualifications

• Proven experience working with UHNW or HNW clients.
• Background in advisory, private banking, wealth management, luxury sales, or similar.
• Strong communication and relationship-building skills.
• Comfortable operating in a regulated, detail-driven environment.
• Commercially astute, credible with senior stakeholders.

Responsibilities

• Act as a key point of contact for UHNW prospects, guiding them through a structured advisory journey.
• Convert inbound and referred leads into active clients through consultative engagement.
• Conduct detailed discovery to understand client objectives and requirements.
• Work closely with internal teams to ensure a seamless onboarding and client experience.
• Build and nurture long-term relationships with clients and introducers.
• Maintain accurate records and pipeline management via CRM.
• Represent the business professionally in meetings and industry settings.

Skills

UHNW clients

Relationship-building

Consultative sales

Senior stakeholders

Wealth management knowledge

Tools

CRM

Job description

Certus Recruitment is partnering with a specialist, high-end advisory business operating in the UHNW space. This is a client-facing role for someone comfortable working with sophisticated individuals, complex requirements, and long-term relationship building.

You’ll act as a trusted advisor, converting warm and qualified leads into clients through a high-touch, consultative sales process. This role suits someone who understands discretion, credibility, and the expectations of UHNW individuals, whether from private banking, wealth management, investment advisory, luxury services, or similar environments.

The Role

• Act as a key point of contact for UHNW prospects, guiding them through a structured advisory journey
• Convert inbound and referred leads into active clients through consultative engagement
• Conduct detailed discovery to understand client objectives and requirements
• Work closely with internal teams to ensure a seamless onboarding and client experience
• Build and nurture long-term relationships with clients and introducers
• Maintain accurate records and pipeline management via CRM
• Represent the business professionally in meetings and industry settings

What They’re Looking For

• Proven experience working with UHNW or HNW clients in some capacity
• Background in advisory, private banking, wealth management, investment services, luxury sales, or similar
• Strong communication and relationship-building skills
• Comfortable operating in a regulated, detail-driven environment
• Commercially astute, confident, and credible with senior stakeholders

What’s On Offer

• Circa $100k base salary depending on experience
• Uncapped commission with significant earning potential
• Exposure to a highly sophisticated client base
• Clear opportunity to build a long-term career in a specialist advisory environment
• Collaborative, professional culture with high standards

This is an excellent opportunity for someone who enjoys trusted-advisor sales, values quality over volume, and wants to work in a genuinely premium segment of the market.