Private Client Advisor

Private Client Advisor - Detalhes da Vaga. ● 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! As a Private Client Advisor, you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. ● Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. ● Responsibilities: Raise awareness about H&P''s services and solutions by proactively reaching out to potential clients and intermediary partners. ● Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads. ● Provide expert advice on residency & 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 (RMs) to deliver a world-class client experience throughout the sales journey. ● Achieve a high success rate in converting sales leads into H&P clients. ● Meet and exceed annual sales targets for assigned jurisdictions. ● Actively expand the existing contact database to identify new opportunities for value creation. ● Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects. ● Keep detailed and effective notes on prospect and customer interactions using our CRM system. ● Act as a positive representative of H&P and our brand at industry events and conferences Qualifications: Undergraduate degree in business, economics, marketing, or related disciplines. ● Masters or advanced degrees are considered an advantage. ● +5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment. ● Knowledge and experience with HNWIs is highly appreciated. ● Strong international networks for business development. ● Multilingual and territorial-specific experience is considered an advantage. ● Exceptional communication skills to engage with industry stakeholders - full English business proficiency is required. ● Collaborative approach to build positive relationships and influence others. ● Excellent negotiation and persuasion skills, including tact and diplomacy. ● Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems. ● Ability to gather data and provide accurate client analysis for tailored solutions. ● Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. ● We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. ● 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: Requisitos para participar do processo. ● . O que oferecemos.