Private Client Advisor

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

Why choose Henley & Partners?

Here’s what sets us apart:

• Global Impact: Join a company that makes a tangible difference in people’s lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
• Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
• Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
• Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you’ll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
• Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
• Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well‑being, ensuring that you can thrive both personally and professionally.

…but that’s enough about us, let talk about you!

As a Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world‑class advisory services to both new and existing clients.

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

• +3 years of customer‑facing sales experience in investment, insurance, private banking, wealth management, real‑estate or recruitment.
• Knowledge and experience with HNWIs is highly appreciated.
• Multilingual and territorial‑specific experience is considered an advantage.
• Exceptional communication skills to engage with industry stakeholders - full English and Mandarin advanced proficiency is required
• Collaborative approach to build positive relationships and influence 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.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.

If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.