Private Client Advisor
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Key skills for this role
About the Role
Henley & Partners seeks a Private Client Advisor in Jeddah to establish relationships with intermediary and direct clients, converting leads into client cases.
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 and client prospects
- Provide expert advice on residency & citizenship planning to help clients achieve their objectives
- Qualify prospects and perform initial due diligence checks
- Collaborate with Relationship Managers to deliver a world class client experience
- Achieve a high success rate in converting sales leads into H&P clients
- Meet and exceed annual sales targets for assigned jurisdictions
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
- Knowledge and experience with HNWIs is highly appreciated
Full Job Posting
Joining Henley & Partners
- As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate investment migration and citizenship planning.
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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