Relationship Manager

Henley & Partners; Lisboa; On-site; EUR 50,000 - 75,000; Full time

Job summary

Henley & Partners in Lisbon is seeking a Relationship Manager to handle key client relationships and oversee the submission of client applications for residence or citizenship programs. You will deliver world-class service and act as the primary client advocate for day-to-day activities and issue resolution.

Join a leading global citizenship and residency advisory firm with a strong international network. The role requires 4+ years in account management, English proficiency, and a client-facing

Qualifications

• 4+ years of experience in account management or client-facing roles in financial services or investments.
• Proven ability to build and nurture multi-level client relationships.
• Proficient with CRM systems and MS Office suite.

Responsibilities

• Manage key client relationships through regular contact and visits.
• Serve as the primary client contact for day-to-day activities of client applications.
• Build and execute a client-centric relationship framework with status calls and reviews.
• Establish customer satisfaction through account planning, proactive communications and issue remediation.
• Identify opportunities to cross-sell Henley & Partners services.
• Leverage internal resources to meet application requirements.
• Mentor junior team members as needed.

Skills

Account management

Client relationship management

Time management

Proactive

Education

Bachelor's degree in business/economics/marketing or related

Tools

CRM

Microsoft Word

Microsoft Excel

PowerPoint

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 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.