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:

• 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 90-110K 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.

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