Private Client Advisor
Indexed description
Why Choose Henley & Partners?
- Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options
- Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network
- Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth
- Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills
- Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility
- Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being
- but that's enough about us, let's talk about you!
You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities.
Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships. Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience.
Responsibilities:
- Generate leads through prospecting, networking, referrals, strategic partnerships, events, and other business development activities
- Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services
- Build and maintain strong relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources
- Own the full sales cycle, from prospecting and qualification through consultation, proposal, and conversion
- Conduct consultative client meetings, understand client objectives, and recommend suitable solutions
- Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes
- Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records
- Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience
- Nurture long-term client relationships, identifying referral and cross-selling opportunities
- Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs
The ideal candidate will demonstrate:
- A proactive, entrepreneurial approach with strong self-motivation and accountability
- Proven ability to generate opportunities through networking, referrals, and business development
- Resilience, persistence, and confidence in managing long sales cycles
- Excellent relationship-building, communication, negotiation, and presentation skills
- A consultative sales approach with the ability to understand client needs and recommend appropriate solutions
- Credibility and discretion when working with high-net-worth individuals and senior professional advisors
- A collaborative mindset and the ability to learn complex products quickly
- Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role
- Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience
- Demonstrated success in generating new business/leads and achieving sales targets
- Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous
- Experience in residence or citizenship planning is beneficial but not essential; full training will be provided
- CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
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