Private Client Advisor

Henley & Partners - The Firm of Global Citizens®; Monterrey; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global citizenship advisory firm in Monterrey is seeking a Private Client Advisor to build client relationships and convert leads. This role focuses on providing exceptional service in residency and citizenship planning, ideal for candidates with 2+ years of sales experience and proficiency in English and Spanish, offering competitive compensation and benefits.

Servicios

Competitive compensation

Comprehensive benefits

Dynamic work environment

Formación

• 2+ years of customer-facing sales experience in investment or wealth management.
• Experience with High Net Worth Individuals (HNWIs) is appreciated.
• Full proficiency in English and Spanish is required.

Responsabilidades

• Raise awareness about H&P's services.
• Provide expert advice on residency and citizenship planning.
• Qualify prospects and perform due diligence checks.
• Collaborate with Relationship Managers for client experience.
• Meet and exceed annual sales targets.

Conocimientos

Customer service

Sales experience

Exceptional communication

Negotiation skills

Research skills

Multilingual

Educación

Undergraduate degree in business, economics, marketing

Master's or advanced degrees

Herramientas

Microsoft Office

CRM systems

Descripción del empleo

Overview

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.

Why Choose Henley & Partners?

• Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.
• Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.
• Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
• Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.
• Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility.
• Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being.

...but that\'s enough about us, let\'s talk about you!

As a Private Client Advisor (Consultant), 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

• Undergraduate degree in business, economics, marketing, or related disciplines.
• Master\'s or advanced degrees are considered an advantage.
• +2 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 Spanish 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.

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