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Private Client AdvisorHenley & Partners - The Firm of Global Citizens® • Boston, MA, US
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® • Boston, MA, US
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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 :

  • 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. + 3 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 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.
  • 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
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