Private Client Advisor

at  Henley Partners The Firm of Global Citizens

JOINING HENLEY & PARTNERS

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.

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. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
  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
  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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• 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