Private Client Advisor/BDM

Responsibilities

• Establish and strengthen relationships with intermediary and direct clients to convert leads into client cases.
• Proactively reach out to potential clients and intermediary partners to raise awareness of services.
• Provide expert advice on residency and citizenship planning to help clients achieve their objectives.
• Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate risks.
• Collaborate with Relationship Managers to deliver a world-class client experience throughout the sales journey.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Maintain detailed and effective notes on prospect and customer interactions using CRM systems.
• Represent the brand positively at industry events and conferences.

Requirements

• Undergraduate degree in business, economics, marketing, or a related discipline.
• 5+ years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment.
• Full business proficiency in both English and Mandarin.
• Proficiency in Microsoft Office and CRM systems.
• Strong research, strategic analysis, and negotiation skills.
• Ability to engage effectively with High-Net-Worth Individuals (HNWIs).

Preferred Qualifications

• Master's or advanced degrees.
• Existing strong international networks for business development.
• Experience with territorial-specific business development.

Benefits

• Competitive compensation and comprehensive benefits.
• Opportunity to work in a multicultural and inclusive global environment.
• Ongoing professional development and training programs.
• Exposure to high-profile, impactful global mobility projects.

About the Company

Henley & Partners is the global leader in residence and citizenship planning. For over two decades, the firm has helped wealthy individuals and their advisors navigate the complex landscape of investment migration. With over 70 offices worldwide, the firm also runs the world’s leading government advisory practice for wealth migration.