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Henley & Partners - The Firm of Global Citizens® · 23 hours ago

Private Client Advisor

Miami, FL

Full-time

Onsite

Mid Level

3+ years exp

Henley & Partners is the leading global citizenship and residency advisory firm, helping clients navigate investment migration and citizenship planning. The Private Client Advisor will establish and strengthen relationships with clients, focusing on converting leads into client cases by delivering exceptional service and advisory support.

Financial Services

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

Qualification

Customer-facing sales experienceHNWIsExceptional communication skillsMultilingual proficiencyResearchStrategic analysisMicrosoft OfficeCRM systemsNegotiationPersuasion skillsTactDiplomacyCollaborative approach

Required

+3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment

Mandatory to have Undergraduate degree in business, economics, marketing, or related disciplines. Master's or advanced degrees are considered an advantage

Exceptional communication skills to engage with industry stakeholders - full English and Spanish 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