Global Private Client Advisor — Mandarin Pro

Henley & Partners - The Firm of Global Citizens®; Hong Kong; On-site; HKD 400,000 - 550,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Continuous learning opportunities

Job summary

A global citizenship consultancy is seeking a Private Client Advisor in Hong Kong. The role focuses on establishing relationships with clients and converting leads into client cases by providing exceptional service. Candidates should have over 3 years of sales experience, strong communication skills in English and Mandarin, and the ability to work with high-net-worth individuals. The company offers a dynamic work environment with competitive compensation and comprehensive benefits.

Qualifications

• 3+ years customer-facing sales experience in investment or wealth management.
• Proficiency in both English and Mandarin is essential.
• Experience with high-net-worth individuals (HNWIs) is advantageous.

Responsibilities

• Raise awareness about services by reaching out to potential clients.
• Conduct research and prepare meetings with potential partners.
• Provide expert advice on residency and citizenship planning.
• Qualify prospects and perform due diligence checks.
• Collaborate with Relationship Managers to enhance client experience.
• Achieve annual sales targets for assigned jurisdictions.

Skills

Customer‑facing sales experience

Multilingual skills

Exceptional communication skills

Negotiation and persuasion skills

Research and strategic analysis skills

Tools

Microsoft Office

CRM systems

Job description

A global citizenship consultancy is seeking a Private Client Advisor in Hong Kong. The role focuses on establishing relationships with clients and converting leads into client cases by providing exceptional service. Candidates should have over 3 years of sales experience, strong communication skills in English and Mandarin, and the ability to work with high-net-worth individuals. The company offers a dynamic work environment with competitive compensation and comprehensive benefits.