Global Private Client Advisor — Wealth & Mobility

Henley & Partners - The Firm of Global Citizens®; Milano; In loco; EUR 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation

Comprehensive benefits

Dynamic work environment

Descrizione del lavoro

Henley & Partners in Milano is seeking a Private Client Advisor to drive new business growth with high-net-worth clients. You will build and manage your own pipeline by developing relationships with intermediaries, private banks, wealth managers, and family offices to identify direct opportunities.

Success requires a proactive, entrepreneurial mindset, resilience, and excellent relationship, negotiation, and presentation skills.

Competenze

• Minimum 3 years' experience in business development or consultative sales.
• Experience working with high-net-worth clients and private banks is advantageous.
• CRM proficiency and multilingual capabilities are advantageous.
• Full training in residence/citizenship planning will be provided.

Mansioni

• Generate leads through networking, referrals, partnerships, and events.
• Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services.
• Build strong relationships with intermediary partners, family offices, private banks, and wealth managers.
• Own the full sales cycle from prospecting to conversion.
• Deliver consultative meetings, propose suitable solutions, and follow up through complex sales processes.
• Meet targets while maintaining accurate CRM records.
• Collaborate with Relationship Managers and global teams for a seamless client experience.

Conoscenze

Networking

Business development

Relationship building

Sales prospecting

CRM proficiency

Multilingual capabilities

Formazione

Bachelor's degree in Business/Economics/Marketing

Strumenti

CRM systems

Descrizione del lavoro

Henley & Partners in Milano is seeking a Private Client Advisor to drive new business growth with high-net-worth clients. You will build and manage your own pipeline by developing relationships with intermediaries, private banks, wealth managers, and family offices to identify direct opportunities.

Success requires a proactive, entrepreneurial mindset, resilience, and excellent relationship, negotiation, and presentation skills.