Talent.com
Private Client Advisor
Private Client AdvisorHenley & Partners - The Firm of Global Citizens® • Los Angeles, CA, US
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® • Los Angeles, 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, 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  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 degree are considered an advantage.
  • 5 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
  • 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 of USD 100k-120K per year depending on experience;
  • Performance-based commission structure;
  • Comprehensive health, dental, and vision insurance;
  • 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.

    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

    Powered by JazzHR

    8cNibiIpc1

    [job_alerts.create_a_job]

    Private Client Advisor • Los Angeles, CA, US

    [internal_linking.similar_jobs]
    Private Client Advisor II

    Private Client Advisor II

    Bank of America Corporation • Los Angeles, CA, United States
    [job_card.full_time]
    Job Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delive...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Client Advisor

    Associate, Client Advisor

    SCS Financial • Los Angeles, CA, US
    [job_card.full_time]
    SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Account Arrangement Specialist

    Client Account Arrangement Specialist

    Cooley LLP • Los Angeles, CA, United States
    [job_card.full_time]
    Client Account Arrangement Specialist.Cooley is seeking a Client Account Arrangement Specialist to join the Accounting team. The Client Account Arrangement Specialist will provide support to the Cli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Attorney - Insurance Defense (Hybrid)

    Attorney - Insurance Defense (Hybrid)

    Springel & Fink LLP • Long Beach, CA, US
    [job_card.full_time]
    We are a busy insurance defense law office seeking attorneys with.Hybrid work schedule available.Minimum requirements to be considered for the position : . JD degree from a ABA-approved law school.Act...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relations & Lifestyle Associate

    Client Relations & Lifestyle Associate

    Worthland • Los Angeles, CA, US
    [job_card.full_time]
    Los Angeles or San Francisco, USA.We are looking for an engaging and emotionally intelligent.Client Relations & Lifestyle Associate. You’ll interact closely with distinguished clients, hel...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor

    Private Client Advisor

    International Search Consultants • Los Angeles, CA, US
    [job_card.full_time]
    Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor

    Private Client Advisor

    Henley & Partners • Los Angeles, CA, US
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Client Advisor

    Associate, Client Advisor

    Focus Financial Partners • Los Angeles, CA, US
    [job_card.full_time]
    SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Consultant

    Client Relationship Consultant

    Banner Bank • Los Angeles, CA, US
    [job_card.full_time]
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Beverly Hills, CA (area)

    J.P. Morgan Wealth Management Private Client Advisor - Beverly Hills, CA (area)

    JPMorgan Chase • North Hollywood, CA, US
    [job_card.full_time]
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Advisor Remote

    Client Advisor Remote

    SBI Growth • Long Beach, CA, US
    [filters.remote]
    [job_card.full_time]
    When you join SBI, The Growth Advisory firm, as a Growth Advisor, you are joining a firm that is on the forefront of driving innovative (B2B) go-to market transformations helping clients solve thei...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Account Coordinator

    Private Client Account Coordinator

    VirtualVocations • Burbank, California, United States
    [job_card.full_time]
    A company is looking for a Private Client Account Coordinator for the Northeast Region (Hybrid or Remote).Key Responsibilities Assist Account Executives with processing endorsements and creating ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate, Client Services

    Associate, Client Services

    Third Bridge • Los Angeles, CA, US
    [job_card.full_time]
    April, July & September 2026.If you’re competitive, a confident communicator, both on the phone and in person, and.Third Bridge could be your next big move.Since 2007, we’ve grown t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor II

    Private Client Advisor II

    Bank of America • Los Angeles, CA, United States
    [job_card.full_time]
    Private Client Advisor II Los Angeles, California • •To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend • •To proceed with your application, you mus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Advisor #2241

    Client Advisor #2241

    Pivotal Talent Search • Los Angeles, CA, US
    [job_card.full_time]
    Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide experienced recommendations based on individual preferences, styling and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Advisor, FT

    Client Advisor, FT

    BIOLOGIQUE RECHERCHE • Los Angeles, CA, US
    [job_card.full_time]
    SummaryAs the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure the front-of-hou...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor

    Private Client Advisor

    Los Angeles Staffing • Los Angeles, CA, US
    [job_card.full_time]
    Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Init...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Enterprise Client Partner

    Enterprise Client Partner

    Vidsy • Los Angeles, CA, US
    [job_card.full_time]
    Vidsy is a global creative platform transforming how the world’s biggest brands create video advertising across paid social. With teams across NYC, LA, Toronto, and London, we partner with glo...[show_more]
    [last_updated.last_updated_30] • [promoted]