Global Private Client Advisor

Henley & Partners - The Firm of Global Citizens®; Dallas (TX); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision insurance

401K retirement match up to 4%

15 days of PTO

Career advancement opportunities

Job summary

Henley & Partners - The Firm of Global Citizens® in Dallas, Texas is seeking a Private Client Advisor to strengthen client relationships. You will convert leads into client cases, providing exceptional customer service and advisory services.

The ideal candidate should have a strong background in customer-facing sales, preferably in investment or wealth management, and possess excellent communication and negotiation skills. This position offers a competitive salary, commission structure, and comprehensive benefits in a hybrid working environment.

Qualifications

• 3 years of customer-facing sales experience in investment or wealth management.
• Knowledge and experience with high-net-worth individuals.
• Strong international networks for business development.

Responsibilities

• Raise awareness about Henley & Partners’ services.
• Conduct research and prepare meetings with potential clients.
• Provide expert advice on residency and citizenship planning.

Skills

Customer-facing sales experience

Strong communication skills

Negotiation and persuasion skills

Proficiency in Microsoft Office

Research and strategic analysis

Education

Undergraduate degree in business or related fields

Masters or advanced degree

Tools

CRM systems

Job description

Henley & Partners - The Firm of Global Citizens® in Dallas, Texas is seeking a Private Client Advisor to strengthen client relationships. You will convert leads into client cases, providing exceptional customer service and advisory services.

The ideal candidate should have a strong background in customer-facing sales, preferably in investment or wealth management, and possess excellent communication and negotiation skills. This position offers a competitive salary, commission structure, and comprehensive benefits in a hybrid working environment.