Private Client Advisor
Joining Henley & Partners
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.
Why choose Henley & Partners? Here's what sets us apart:
- Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
- Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
- Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
- Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
- Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
- Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
...but that's enough about us, let talk about you!
As a Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.
Responsibilities:
- Actively represent the company at industry conferences, networking events, trade shows, webinars, and other external engagements to build relationships, expand market presence, and identify new business development opportunities.
- Research, prepare and execute high-impact meetings with potential introducer's, intermediary partners and client prospects/leads
- Provide client prospects with advice on residency & citizenship planning to ensure their objectives are met
- Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
- Collaborate with RMs to provide a world-class, industry leading client experience throughout the entire sales journey
- High success rate of conversion of sales leads into clients of H&P
- Meet and exceed the assigned jurisdictional annual sales targets
- Actively grow existing contact database to identify new value creation opportunities
- Maintain a high level of relevant industry and program knowledge in order to have meaningful conversations with prospects
- Keep detailed notes on prospect and customer interactions with full and effective use of the CRM system
Qualifications:
- Undergraduate degree in business, economics, marketing, or related disciplines.
- Master's or advanced degree are considered an advantage.
- + 5 years of customer-facing investment, insurance, private bank or wealth management sales experience
- Knowledge and experience with HNWIs is highly appreciated.
- Strong international networks for business development.
- Multilingual and territorial-specific experience considered an advantage.
- Exceptional communication skills to engage with industry stakeholders.
- Collaborative approach to build positive relationships and influence others.
- Excellent negotiation and persuasion skills, including tact and diplomacy.
- Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
- Ability to gather data and provide accurate client analysis for tailored solutions.
What we offer:
- Base salary up to USD 80-100K per year;
- Performance-based commission structure;
- Comprehensive health, dental, and vision insurance;
- 401K retirement match up to 4%;
- 15 days of PTO;
- Hybrid setting;
- Career advancement opportunities.
Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
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