Client Advisor

؜ - ؜مصر ؜ -

تفاصيل الوظيفة

An ambassador for Henley & Partners, the Client Advisor role contributes to
the Henley & Partners Group by establishing new direct client and business-to-
business relationships and by strengthening and leveraging existing ones.
Fully proficient in the entire portfolio of residence and citizenship programs
offered by Henley & Partners, as well as conversant in related areas such as
real estate, a Client Advisor is responsible for increasing the number of new
applications submitted by the Henley & Partners Group by understanding the
requirements of all key stakeholders and identifying the most desirable
solutions.


Key responsibilities



  • Promote the services and solutions offered by Henley & Partners

  • Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects

  • Actively grow the existing contact database to identify new value creation opportunities

  • Develop new business leads with maximized conversion rates

  • Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met

  • Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks

  • Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey

  • Meet and exceed the assigned jurisdictional annual sales targets

  • Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects

  • Keep detailed notes on prospect and client interactions, with full and effective use of the firm's CRM system

  • Represent the firm at industry events and conferences worldwide


Essential skills



  • Experience in client-facing investment, insurance, private banking, wealth management, or sales

  • Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals

  • Collaborative approach to build enduring relationships and influence in a positive manner

  • Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times

  • Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal

  • Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions

  • Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences


Desirable skills



  • Undergraduate degree in business, economics, marketing, or other related disciplines; a master's or an advanced degree will be considered an advantage

  • Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales

  • Knowledge and experience in the investment migration industry (residence and citizenship by investment)

  • Strong international networks that allow for business development

  • Multilingualism and local experience will be considered advantages

ملخص الوظيفة

  • المُعلن : Henley & Partners
  • تاريخ الإعلان : 05/12/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • الراتب : -
  • الهاتف : -

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Language: English