Global Private Client Advisor | Residency & Citizenship

Henley & Partners - The Firm of Global Citizens®; Hong Kong; Hybrid; HKD 420,000 - 660,000; Full time

Job summary

Henley & Partners - The Firm of Global Citizens® is seeking a Private Client Advisor in Hong Kong to convert leads into client cases, deliver premier onboarding, and provide world-class advisory services to high-net-worth individuals and intermediaries.

You will build relationships, research markets, and present tailored residency and citizenship solutions. This role emphasizes multilingual communication, diligent CRM use, and meeting sales targets in a dynamic, globally connected environment.

Qualifications

• Undergraduate degree in business, economics, marketing, or related disciplines.
• +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
• Full English and Japanese proficiency is required.

Responsibilities

• Raise awareness about H& P’s services and connect with potential clients and intermediary partners.
• Conduct research and prepare impactful meetings with 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

Skills

Customer-facing sales

HNWIs experience

Multilingual

English proficiency

Japanese proficiency

Negotiation

CRM systems

Microsoft Office

Education

Bachelor's degree

Masters preferred

Tools

CRM systems

Microsoft Office

Job description

Henley & Partners - The Firm of Global Citizens® is seeking a Private Client Advisor in Hong Kong to convert leads into client cases, deliver premier onboarding, and provide world-class advisory services to high-net-worth individuals and intermediaries.

You will build relationships, research markets, and present tailored residency and citizenship solutions. This role emphasizes multilingual communication, diligent CRM use, and meeting sales targets in a dynamic, globally connected environment.