Henley & Partners - The Firm of Global Citizens® · 1 day ago
Private Client Advisor
Boston, MA
Full-time
Hybrid
Mid Level
$80K/yr - $100K/yr
3+ years expHenley & Partners is a leading global citizenship and residency advisory firm, specializing in investment migration and citizenship planning. As a Private Client Advisor, you will establish and strengthen relationships with clients, converting leads into client cases while providing exceptional customer service and advisory services.
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
Required
Undergraduate degree in business, economics, marketing, or related disciplines
+3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management
Strong international networks for business development
Exceptional communication skills to engage with industry stakeholders
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
Preferred
Masters or advanced degree are considered an advantage
Knowledge and experience with HNWIs is highly appreciated
Multilingual and territorial-specific experience considered an advantage
Benefits
Comprehensive health, dental, and vision insurance
401K retirement match up to 4%
15 days of PTO
Hybrid setting
Career advancement opportunities
Company
Henley & Partners - The Firm of Global Citizens®
Henley & Partners is the global leader in residence and citizenship planning.
201-500 employees
Funding
Current Stage
Growth StageRecent News
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