Relationship Manager

Henley & Partners - The Firm of Global Citizens®; Lisboa; Presencial; EUR 42 000 - 66 000; Tempo integral

Resumo da oferta

Henley & Partners, a leading global citizenship and residency advisory firm, seeks a Relationship Manager to compile and submit client applications for residence or citizenship programs and to deliver world-class customer service.

The role emphasizes managing key client relationships, serving as the primary contact, and coordinating status calls and reviews to ensure smooth applications while fostering a proactive, client-centric approach.

Qualificações

• 4+ years' experience in account management within investments, insurance, private bank, wealth management or similar.
• Previous client-facing role experience 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.
• Strong time management skills with the ability to handle multiple priorities.
• Proactive and solution-oriented, with the ability to anticipate client needs.
• Knowledge and experience in the immigration by investment industry is an advantage.
• Full proficiency in English

Responsabilidades

• 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 elevate 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.

Conhecimentos

Account management

Client relationship building

CRM

MS Word

MS Excel

MS PowerPoint

English proficiency

Formação académica

Undergraduate degree in business, economics, marketing or related disciplines

Ferramentas

CRM

Descrição da oferta de emprego

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 Relationship Manager will 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 our clients.

Responsabilities:

• 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 elevate 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 4 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.
• Strong time management skills with the ability to handle multiple priorities.
• Proactive and solution-oriented, with the ability to anticipate client needs.
• Knowledge and experience in the immigration by investment industry is an advantage.
• Full proficiency in English

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.

We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy