Client Advisor

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