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 operational 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 the CRM system

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 negotiation, persuasion, and communication skills
• Ability to perform strategic analysis and provide accurate client analysis for tailored solutions

Preferred Qualifications

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

Benefits

• Competitive compensation and comprehensive benefits
• Opportunities for continuous professional development and training
• A dynamic, multicultural, and inclusive work environment
• Flexible working arrangements to support well-being

About the Company

Henley & Partners is the global leader in residence and citizenship planning. The firm helps clients navigate the complex landscape of investment migration, providing expert advisory services to wealthy individuals and their advisors worldwide. With over 40 offices globally, Henley & Partners is a pioneer in the industry, helping families secure a brighter future through alternative citizenship and residency options.