Private Client Advisor

Responsibilities

• Establish and strengthen relationships with intermediary and direct clients to convert leads into residency and citizenship planning cases
• Proactively reach out to potential clients and intermediary partners to raise awareness of services and solutions
• Conduct research and prepare impactful meetings with potential introducers and client prospects
• 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
• Act as a positive representative of the brand at industry events and conferences

Requirements

• Undergraduate degree in business, economics, marketing, or a related discipline
• 3+ years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment
• Full business proficiency in both English and French
• Proficiency in Microsoft Office and CRM systems
• Strong research, strategic analysis, and negotiation skills

Preferred Qualifications

• Experience working with High-Net-Worth Individuals (HNWIs)
• Multilingual capabilities and territorial-specific experience

About the Company

Henley & Partners is the global leader in residence and citizenship planning. The firm helps internationally mobile entrepreneurs and investors navigate the complex landscape of investment migration. With over 40 offices worldwide, Henley & Partners provides expert advisory services and runs the world’s leading government advisory practice for wealth migration.