Henley & Partners - The Firm of Global Citizens®
Private Client Advisor
Henley & Partners - The Firm of Global Citizens®, Washington, District of Columbia, us, 20022
Pay range
Base salary: $80,000.00/yr – $100,000.00/yr
Joining Henley & Partners We are a leading global citizenship and residency advisory firm that helps clients navigate the complex landscape of investment migration and citizenship planning. Our work enables individuals and families to broaden horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
Why choose Henley & Partners?
Global Impact: Join a company that makes a tangible difference in people’s lives.
Cutting‑Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of investment migration and residency advisory.
Dynamic and Diverse Culture: Work in a truly global environment with more than 40 offices spanning continents, fostering a multicultural and inclusive workplace.
Continuous Learning: Access ongoing learning opportunities, training programs, and industry conferences to enhance your skills.
Impactful Projects: Work on high‑profile projects that shape the future of investment migration and residency advisory.
Work‑Life Balance: Enjoy flexible working arrangements and benefits that support a healthy balance.
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
Master’s or advanced degree considered an advantage.
2‑3 years of customer‑facing sales experience in investment, insurance, real estate, private banking, or wealth management.
Knowledge and experience with HNWIs highly appreciated.
Multilingual and territorial‑specific experience considered an advantage.
Exceptional communication skills to engage with industry stakeholders.
Collaborative approach to building positive relationships and influencing 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.
What we offer
Base salary of USD 80‑100K per year depending on experience.
Performance‑based commission structure.
Comprehensive health, dental, and vision insurance.
15 days of PTO.
Seniority level Associate
Employment type Full‑time
Job function Sales, Business Development, and Consulting
Industries Financial Services and Individual and Family Services
Diversity and Inclusion At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
Privacy 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
#J-18808-Ljbffr
Joining Henley & Partners We are a leading global citizenship and residency advisory firm that helps clients navigate the complex landscape of investment migration and citizenship planning. Our work enables individuals and families to broaden horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
Why choose Henley & Partners?
Global Impact: Join a company that makes a tangible difference in people’s lives.
Cutting‑Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of investment migration and residency advisory.
Dynamic and Diverse Culture: Work in a truly global environment with more than 40 offices spanning continents, fostering a multicultural and inclusive workplace.
Continuous Learning: Access ongoing learning opportunities, training programs, and industry conferences to enhance your skills.
Impactful Projects: Work on high‑profile projects that shape the future of investment migration and residency advisory.
Work‑Life Balance: Enjoy flexible working arrangements and benefits that support a healthy balance.
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
Master’s or advanced degree considered an advantage.
2‑3 years of customer‑facing sales experience in investment, insurance, real estate, private banking, or wealth management.
Knowledge and experience with HNWIs highly appreciated.
Multilingual and territorial‑specific experience considered an advantage.
Exceptional communication skills to engage with industry stakeholders.
Collaborative approach to building positive relationships and influencing 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.
What we offer
Base salary of USD 80‑100K per year depending on experience.
Performance‑based commission structure.
Comprehensive health, dental, and vision insurance.
15 days of PTO.
Seniority level Associate
Employment type Full‑time
Job function Sales, Business Development, and Consulting
Industries Financial Services and Individual and Family Services
Diversity and Inclusion At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
Privacy 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
#J-18808-Ljbffr