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Client advisor • berkeley ca

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Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
[job_card.full_time]
As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship plann...[show_more][last_updated.last_updated_30]
Client Development Advisor - Public Sector, West States

Client Development Advisor - Public Sector, West States

McKinsey & CompanySan Francisco, CA, United States
[job_card.full_time]
The McKinsey recruiting team will be celebrating the holidays and there will be no online application support available starting December 19th at 5 : 00pm New York time. Regular support will resume on...[show_more][last_updated.last_updated_30]
Private Client Advisor

Private Client Advisor

East West BankSan Francisco, CA, US
[job_card.full_time]
We are currently seeking a Private Client Advisor.This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.As ...[show_more][last_updated.last_updated_30]
GUCCI Client Advisor - San Francisco Union Square

GUCCI Client Advisor - San Francisco Union Square

Gucci America Inc.SAN FRANCISCO
[job_card.full_time]
As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elev...[show_more][last_updated.last_updated_30]
  • [promoted]
Private Client Advisor

Private Client Advisor

UnavailableSan Francisco, CA, United States
[job_card.full_time]
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Private Client Advisor

Private Client Advisor

Henley & PartnersSan Francisco, CA, US
[job_card.full_time]
As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship plann...[show_more][last_updated.last_updated_30]
Client Advisor with Athletic Background

Client Advisor with Athletic Background

Northwestern Mutual - San FranciscoSan Francisco, CA, US
[job_card.full_time]
Join the Winning Team at Northwestern Mutual - San Francisco!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financia...[show_more][last_updated.last_updated_30]
Commercial Lines Client Advisor

Commercial Lines Client Advisor

Transcend Hire Talent SolutionsSan Francisco, California, USA
[job_card.full_time]
Commercial Lines Client Advisor San Francisco CA Hybrid.Commercial Lines Account Manager.Manage and service a commercial book generating. Handle full AZ servicing : renewals marketing endorsements c...[show_more][last_updated.last_updated_variable_days]
Commercial Lines Client Advisor

Commercial Lines Client Advisor

Transcendent LLCSan Francisco, CA, US
[job_card.full_time]
Commercial Lines Client Advisor – San Francisco, CA Hybrid.Commercial Lines Account Manager.Manage and service a commercial book generating. Handle full A–Z servicing : renewals, marketin...[show_more][last_updated.last_updated_variable_days]
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Private Client Relationship Advisor

Private Client Relationship Advisor

Brown AdvisorySan Francisco, CA, United States
[job_card.full_time]
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring firms - the game-changers, the industry leaders and t...[show_more][last_updated.last_updated_variable_days]
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Private Client Advisor

Private Client Advisor

Henley and PartnersSan Francisco, CA, United States
[job_card.full_time]
As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship plann...[show_more][last_updated.last_updated_variable_days]
Copy of Senior Client Advisor

Copy of Senior Client Advisor

A.P.C.San Francisco, CA, US
[job_card.full_time]
Senior Client Advisor, you are a natural leader who takes ownership in all areas of client service and store operations.You are eager to learn, maintaining personal knowledge of the latest developm...[show_more][last_updated.last_updated_30]
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Cloud Solutions TAM - Technical Client Advisor

Cloud Solutions TAM - Technical Client Advisor

Cloud BuddySan Francisco, CA, United States
[job_card.full_time]
A leading cloud services provider in San Francisco is seeking a Technical Account Manager to serve as the primary contact for clients. This role involves managing client relationships, providing tec...[show_more][last_updated.last_updated_30]
Resales Specialist (Client Advisor) - San Francisco (New Store Opening)

Resales Specialist (Client Advisor) - San Francisco (New Store Opening)

The RealRealSan Francisco, CA, United States
[job_card.full_time]
The Resales Specialist (Retail Sales Associate) is a key sales position in our retail stores at The RealReal.As a Resales Specialist, you are goal-oriented and driven to achieve and exceed sales go...[show_more][last_updated.last_updated_30]
Client Advisor

Client Advisor

Acne StudiosSan Francisco, California, USA
[job_card.full_time]
Acne Studios is a progressive luxury house and through collaboration and curiosity we set high aspirations and strive for excellence. We value everyones contribution and embrace feedback to develop ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Private Client Advisor

Private Client Advisor

East West BancorpSan Francisco, CA, US
[job_card.full_time]
We are currently seeking a Private Client Advisor.This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.As ...[show_more][last_updated.last_updated_30]
Client Advisor- Palo Alto

Client Advisor- Palo Alto

Tiffany & Co.San Francisco, CA, United States
[job_card.full_time]
We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
GUCCI Client Advisor - San Francisco Union Square

GUCCI Client Advisor - San Francisco Union Square

KeringSan Francisco, CA, US
[job_card.full_time]
If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...[show_more][last_updated.last_updated_30]
  • [promoted]
Senior Wealth Advisor : Growth, Strategy & Client Impact

Senior Wealth Advisor : Growth, Strategy & Client Impact

Comerica BankSan Francisco, California, United States
[job_card.full_time]
A leading financial services company in California is seeking a Senior Wealth Advisor to provide exceptional client experiences and drive sales. The successful candidate will lead marketing and sale...[show_more][last_updated.last_updated_variable_days]
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, 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

  • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners.
  • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects / leads.
  • Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
  • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
  • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
  • Achieve a high success rate in converting sales leads into H&P clients.
  • Meet and exceed annual sales targets for assigned jurisdictions.
  • Actively expand the existing contact database to identify new opportunities for value creation.
  • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
  • Keep detailed and effective notes on prospect and customer interactions using our CRM system.
  • Act as a positive representative of H&P and our brand at industry events and conferences

    • Qualifications

  • Undergraduate degree in business, economics, marketing, or related disciplines.
  • Masters or advanced degrees are considered an advantage.
  • 5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
  • Knowledge and experience with HNWIs is highly appreciated.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience is considered an advantage.
  • Exceptional communication skills to engage with industry stakeholders - full English business proficiency is required .
  • 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.

    • 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.

    We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit : https : / / www.henleyglobal.com / privacy -policy

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