Private Client Advisor

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

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Henley & Partners - The Firm of Global Citizens®

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1997

💸 Finance

🏠 Real Estate

💼 Consulting

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

• 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 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 and recommend suitable solutions • Deliver presentations and maintain consistent follow-up throughout complex sales processes • Meet or exceed sales, pipeline, and revenue targets while maintaining accurate CRM records • Collaborate with Relationship Managers and operational teams globally to ensure a seamless client experience • Nurture long-term client relationships and identify referral and cross-selling opportunities • Represent Henley & Partners professionally, discreetly, and with integrity while staying informed on market developments and relevant programs

🎯 Requirements

• 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 • Full proficiency in English and Mandarin (mandatory) • CRM proficiency • Strong business software skills • Multilingual capabilities and local market knowledge are advantageous

🏖️ Benefits

• Ongoing learning opportunities and training programs • Access to industry conferences • Flexible working arrangements • Benefits supporting employee well-being and work-life balance • Competitive compensation • Comprehensive benefits • Dynamic work environment encouraging growth and personal development • Diverse and inclusive workplace

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