Private Client Advisor

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.

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

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
• +3 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
• Multilingual and territorial‑specific experience is considered an advantage
• Exceptional communication skills to engage with industry stakeholders – full English and French business proficiency are 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

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.