Private Client Advisor

Responsibilities

• Raise awareness of 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 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
• Achieve high success rates in converting sales leads and meet annual sales targets for assigned jurisdictions
• Maintain detailed and effective notes on prospect and customer interactions using the CRM system
• Act as a positive representative of the brand 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, real estate, private banking, or wealth management
• Proven knowledge and experience working with High-Net-Worth Individuals (HNWIs)
• Strong international networks for business development
• Exceptional communication, negotiation, and persuasion skills
• Proficiency in Microsoft Office and CRM systems
• Strong research and strategic analysis skills

Preferred Qualifications

• Master's or advanced degree
• Multilingual capabilities
• Territorial-specific experience in global mobility or investment migration

Benefits

• Base salary of USD 100k-120k per year (depending on experience)
• Performance-based commission structure
• Comprehensive health, dental, and vision insurance
• Career advancement opportunities within a global firm

About the Company

Henley & Partners is the global leader in residence and citizenship planning. The firm specializes in helping high-net-worth individuals and their advisors navigate the complex landscape of investment migration. With over 40 offices worldwide, Henley & Partners provides cutting-edge expertise and strategic consulting to both private clients and governments.