Henley & Partners - The Firm of Global Citizens®
Private Client Advisor
Henley & Partners - The Firm of Global Citizens®, New York, New York, us, 10261
Get AI-powered advice on this job and more exclusive features.
Henley & Partners - The Firm of Global Citizens provided pay range
This range is provided by Henley & Partners - The Firm of Global Citizens. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $100,000.00/yr 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. ...but that's enough about us, let's talk about you! 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: Masters or advanced degrees are considered an advantage. +5 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. Strong international networks for business development. Multilingual and territorial-specific experience is considered an advantage. Exceptional communication skills to engage with industry stakeholders -
full English business 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. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. 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. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, General Business, and Sales Referrals increase your chances of interviewing at Henley & Partners - The Firm of Global Citizens by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Private Client Advisor jobs in
New York, United States . Manhattan, NY $34,500.00-$125,000.00 1 week ago New York, NY $80,000.00-$100,000.00 4 weeks ago New York, NY $200,000.00-$250,000.00 6 days ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
New York, NY $34,000.00-$125,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Platform Development, Associate - New York
New York, NY $80,000.00-$100,000.00 17 hours ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
Private Client Financial Advisor - Poughkeepsie, NY
Poughkeepsie, NY $105,000.00-$250,000.00 5 days ago New York, NY $75,000.00-$200,000.00 1 week ago New York, NY $90,000.00-$100,000.00 2 months ago Entry-Level Wealth Manager - Midtown East
New York, NY $61,000.00-$119,000.00 3 weeks ago New York, NY $58,000.00-$115,000.00 1 week ago Private Client Financial Advisor - Upper Manhattan, NYC
New York, NY $105,000.00-$250,000.00 2 weeks ago J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper East Side)
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Westside)
Private Client Financial Advisor - Midtown Manhattan, NYC
New York, NY $105,000.00-$250,000.00 2 weeks ago Utica, NY $52,000.00-$71,500.00 3 weeks ago Associate Wealth Advisor-Cash Flow modeling
New York, NY $100,000.00-$195,000.00 4 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Midtown)
Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)
New York, NY $100,000.00-$275,000.00 1 week ago Asset & Wealth Management, Private, Structured Investing, Vice President, New York
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
This range is provided by Henley & Partners - The Firm of Global Citizens. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $100,000.00/yr 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. ...but that's enough about us, let's talk about you! 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: Masters or advanced degrees are considered an advantage. +5 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. Strong international networks for business development. Multilingual and territorial-specific experience is considered an advantage. Exceptional communication skills to engage with industry stakeholders -
full English business 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. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. 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. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Business Development, General Business, and Sales Referrals increase your chances of interviewing at Henley & Partners - The Firm of Global Citizens by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Private Client Advisor jobs in
New York, United States . Manhattan, NY $34,500.00-$125,000.00 1 week ago New York, NY $80,000.00-$100,000.00 4 weeks ago New York, NY $200,000.00-$250,000.00 6 days ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
New York, NY $34,000.00-$125,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Platform Development, Associate - New York
New York, NY $80,000.00-$100,000.00 17 hours ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
Private Client Financial Advisor - Poughkeepsie, NY
Poughkeepsie, NY $105,000.00-$250,000.00 5 days ago New York, NY $75,000.00-$200,000.00 1 week ago New York, NY $90,000.00-$100,000.00 2 months ago Entry-Level Wealth Manager - Midtown East
New York, NY $61,000.00-$119,000.00 3 weeks ago New York, NY $58,000.00-$115,000.00 1 week ago Private Client Financial Advisor - Upper Manhattan, NYC
New York, NY $105,000.00-$250,000.00 2 weeks ago J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper East Side)
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Westside)
Private Client Financial Advisor - Midtown Manhattan, NYC
New York, NY $105,000.00-$250,000.00 2 weeks ago Utica, NY $52,000.00-$71,500.00 3 weeks ago Associate Wealth Advisor-Cash Flow modeling
New York, NY $100,000.00-$195,000.00 4 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Midtown)
Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)
New York, NY $100,000.00-$275,000.00 1 week ago Asset & Wealth Management, Private, Structured Investing, Vice President, New York
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr