Private Client Advisor
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Key skills for this role
About the Role
Henley & Partners seeks a Private Client Advisor to act as an ambassador, converting leads into client cases for investment migration services. The role involves building relationships with intermediaries and direct clients, providing expert advice on residency and citizenship planning.
Key Skills for This Role
Responsibilities
- Raise awareness about H&P's services by proactively reaching out to potential clients and intermediary partners
- Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects
- 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 to deliver a world class client experience throughout the sales journey
- Achieve a high success rate in converting sales leads into H&P clients and meet annual sales targets
- Actively expand the existing contact database to identify new opportunities for value creation
- Maintain a high level of industry and program knowledge for meaningful conversations with prospects
Requirements
- Undergraduate degree in business, economics, marketing, or related disciplines
- 3+ years of customer facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment
- Full English business proficiency
- Exceptional communication skills to engage with industry stakeholders
- Excellent negotiation and persuasion skills
- Strong research and strategic analysis skills, proficiency in Microsoft Office and CRM systems
Full Job Posting
Joining Henley & Partners
- Leading global citizenship and residency advisory firm for over two decades.
- Helps clients navigate investment migration and citizenship planning.
- Offers global impact, cutting edge expertise, dynamic culture, continuous learning, impactful projects, and work life balance.
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.
- 3+ 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.
- 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.
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