Relationship Manager

Henley & Partners - The Firm of Global Citizens®; Lisboa; Presencial; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A leading global citizenship firm in Lisbon is looking for a Relationship Manager to oversee client applications for residency programs. The ideal candidate has experience in account management, excellent communication skills, and a strong ability to build and maintain client relationships. The role includes delivering exceptional service and managing client satisfaction. This position offers competitive compensation and a diverse, inclusive work environment.

Serviços

Competitive compensation

Ongoing professional development

Flexible working arrangements

Qualificações

• Experience in account management within investments, insurance, or banking.
• Proven track record in building multi-level client connections.
• Full proficiency in English, both written and verbal.
• Ability to work independently and collaboratively.

Responsabilidades

• Deliver premier service to clients.
• Maintain key client relationships.
• Identify and address client issues promptly.
• Execute client-centric communication strategies.

Conhecimentos

Client management experience

Multi-level client relationships

Communication skills

Attention to detail

Networking capacity

Formação académica

University degree

Ferramentas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM software

Descrição da oferta de emprego

Overview

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.

Why choose Henley & Partners?

• 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 70 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 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 you, ensuring that you can thrive both personally and professionally

The Role: Relationship Manager

The primary role of the Relationship Manager is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence program. This includes building and managing rapport with clients and their advisors to ensure optimum customer acquisition, retention, and revenue generation. The Golden residence Permit in Portugal spans over five years plus, which inspires a close professional bond between the professional and the clients.

Responsibilities

• The role requires expertise across the entire residency and citizenship program portfolio offered by H&P as well as the ability to communicate effectively and proactively
• Deliver world-class, industry leading customer service to new and existing clients
• Manage key client relationships through regular contact and visits (when needed)
• 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
• Continuously identify and exploit cross-selling opportunities that embed the firm and its offerings with client needs
• Leverage internal resources to assist the client with meeting the requirements of their application process

Qualifications

• Experience of account/client management within investments, insurance, banking or other management forms
• Proven track record of successfully building and nurturing multi-level client relationships
• Superior written and verbal communication skills - full English business proficiency is required
• Ability to work both independently and within a team environment, with focus and excellent attention to detail
• Proficient in Microsoft Word, Excel, PowerPoint and CRM
• University degree will be considered as an advantage
• Knowledge and experience in the immigration and/or investment industry
• Capacity to network internationally, allowing for business development

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, a range of 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.

At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to the table. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.

All applications should be sent to [e-mail] with the subject "Henley & Partners - Application to Relationship Manager".

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