Private Client Advisor

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Henley & Partners - The Firm of Global Citizens®

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1997

💸 Finance

🏠 Real Estate

Finance • Real Estate • Consulting

Henley & Partners is the global leader in residence and citizenship by investment. Established over 25 years ago, the firm offers bespoke services to wealthy individuals and families aiming to acquire residence or citizenship in various countries through investment. With over 60 offices worldwide, Henley & Partners assists clients with program selection, application processes, and ongoing support, making it a trusted advisor in the investment migration sector.

📋 Description

• 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.

🎯 Requirements

• Undergraduate degree in business, economics, marketing, or related disciplines. • Masters or advanced degrees are considered an advantage. • +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, luxury real-estate or recruitment. • Knowledge and experience with HNWIs is highly appreciated. • Multilingual and territorial-specific experience is considered an advantage. • Exceptional communication skills to engage with industry stakeholders - full English and Japanese professional 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.

🏖️ Benefits

• 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.