Relationship Manager

Henley & Partners - The Firm of Global Citizens®; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Professional development opportunities

Job summary

Henley & Partners Philippines is seeking an experienced Account Manager to oversee client relationships in investment migration and citizenship planning. You will act as the primary contact for clients, manage day-to-day activities of applications, and collaborate with internal teams to ensure high-quality service.

The role requires at least two years in client-facing account management, strong English, and proficiency with Word, Excel, PowerPoint and CRM.

Qualifications

• Minimum 2 years' experience in account management within investments, insurance, private bank, wealth management or similar.
• Previous experience in a client facing role is a must.
• Proven track record of successfully building and nurturing multi-level client relationships.
• Proficient in Microsoft Word, Excel, PowerPoint and CRM.
• Undergraduate degree in business, economics, marketing or other related disciplines.
• Knowledge and experience in the immigration by investment industry is an advantage.
• Full proficiency in English mandatory

Responsibilities

• Manage key client relationships through regular contact and visits.
• Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed.
• Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
• Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
• Identify opportunities to cross-sell H&P's services.
• Leverage internal resources to assist the client with meeting the requirements of their application.
• Mentoring junior members of the team if needed.

Skills

Client relationship management

CRM proficiency

MS Word/Excel/PowerPoint

Interpersonal communication

Education

Bachelor's degree in business/economics/marketing

Tools

MS Excel

MS Word

PowerPoint

CRM software

Job description

Job Description:

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!

The primary role is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program and to deliver world-class, industry leading customer service to new and existing clients.

Responsibilities:

• Manage key client relationships through regular contact and visits.
• Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed.
• Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
• Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
• Identify opportunities to cross-sell H&P's services.
• Leverage internal resources to assist the client with meeting the requirements of their application.
• Mentoring junior members of the team if needed.

Qualifications:

• Minimum 2 years' of experience in account management within investments, insurance, private bank, wealth management or similar.
• Previous experience in a client facing role is a must.
• Proven track record of successfully building and nurturing multi-level client relationships.
• Proficient in Microsoft Word, Excel, PowerPoint and CRM.
• Undergraduate degree in business, economics, marketing or other related disciplines.
• Knowledge and experience in the immigration by investment industry is an advantage.
• Full proficiency in English mandatory

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.

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