Private Client Advisor

Responsibilities

• Establish and strengthen relationships with intermediary and direct clients to provide expert advisory services.
• Convert leads into client cases by delivering exceptional customer service and a premier onboarding experience.
• 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.

Requirements

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

Preferred Qualifications

• Master's or advanced degrees.
• Direct experience working with High-Net-Worth Individuals (HNWIs).
• Multilingual capabilities and territorial-specific experience.

Benefits

• Global impact by helping families secure alternative citizenship and residency options.
• Access to a dynamic, multicultural, and inclusive work environment.
• Opportunities for continuous learning and professional development.
• Competitive compensation and comprehensive benefits.

About the Company

Henley & Partners is the global leader in residence and citizenship planning. The firm provides expert advisory services to wealthy individuals and their advisors, helping them navigate the complex landscape of investment migration and global mobility. With over 40 offices worldwide, Henley & Partners is a trusted partner to both private clients and governments.