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Senior Lead Generation Specialist, Luxury, Financial Services, HNW Campaigns

UpworkGDNot specifiedexpert
Lead GenerationCampaign MonitorPaid Ads CopywritingMarketing StrategyHNWCRM SETUPReport
Senior Lead Generation Specialist, Luxury, Financial Services, HNW Campaigns Overview We are a Citizenship by Investment business targeting high net worth and ultra high net worth individuals globally. We are seeking a senior, proven lead generation professional with experience in luxury brands, private banking, wealth management, investment migration, or comparable HNW focused sectors. This is not an entry level role. We require someone who can design, execute, and optimize a full funnel, from paid traffic to qualified leads, integrated into a robust CRM system. Scope of Work 1. Lead Generation Strategy • Design a compliant lead generation strategy targeting HNW and UHNW individuals. • Identify optimal channels, Meta, Google, LinkedIn, native ads, or other suitable platforms. • Define targeting logic, geographies, demographics, interests, and lookalike audiences. • Align messaging with luxury, discretion, trust, and regulatory sensitivity. 2. Paid Advertising Execution • Create and manage paid ad campaigns end to end. • Write and test ad copy appropriate for financial services and HNW audiences. • Develop creative briefs or creatives if capable. • Manage budgets, bidding strategies, A/B testing, and optimisation. • Track CPL, conversion rates, and lead quality, not just volume. 3. CRM Setup and Funnel Design • Set up or optimise a CRM suitable for financial services and HNW lead management. • Build lead capture forms, landing pages, and integrations. • Design pipelines from cold lead to qualified prospect to closed client. • Implement tagging, scoring, automation, and follow up workflows. • Ensure data hygiene, GDPR awareness, and best practice compliance. 4. Reporting and Optimisation • Provide clear weekly reporting on spend, leads, CPL, quality, and conversions. • Identify what is working and what is not. • Continuously optimise campaigns and funnels based on data. Required Experience • Demonstrable experience generating leads for luxury brands, financial services, private wealth, or HNW focused offerings. • Strong paid ads experience across at least one major platform. • Hands on CRM experience, HubSpot, Zoho, GoHighLevel, Salesforce, or similar. • Understanding of compliance constraints in financial services marketing. • Ability to qualify leads, not just generate volume. Nice to Have • Experience with Citizenship by Investment, residency by investment, private banking, or alternative investments. • Experience marketing to Middle East, Africa, Asia, UK, or US HNW audiences. • Copywriting skills suitable for discreet, premium offerings. Engagement Structure • Initial setup project, strategy, ads, CRM, funnels. • Ongoing monthly retainer for campaign management and optimization. • Performance focused mindset, quality over quantity. How to Apply Applicants must include: • A brief summary of relevant HNW or financial services campaigns. • Platforms used and results achieved, CPL, lead quality, conversion metrics. • CRM systems previously implemented. • Confirmation they can manage both ads and CRM workflows. Applications without relevant luxury or financial services experience will not be considered.
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