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 global mobility 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 CRM systems

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 English business proficiency
• Proficiency in Microsoft Office and CRM systems
• Strong research, strategic analysis, and negotiation skills

Preferred Qualifications

• Master's or advanced degrees
• Experience working with High-Net-Worth Individuals (HNWIs)
• Strong international networks for business development
• Multilingual capabilities and territorial-specific experience

Benefits

• Global impact through work that enables families to secure brighter futures
• Access to a dynamic, multicultural, and inclusive global environment
• Continuous learning opportunities and professional development programs
• Competitive compensation and comprehensive benefits
• Flexible working arrangements to support work-life balance

About the Company

Henley & Partners is the global leader in residence and citizenship planning. For over two decades, the firm has specialized in helping clients navigate the complex landscape of investment migration. With over 40 offices worldwide, the firm provides expert advisory services to high-net-worth individuals and governments, helping to shape the future of global mobility.