Global Private Client Advisor

Henley & Partners - The Firm of Global Citizens®; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Dynamic work environment

Job summary

Henley & Partners, the leading global citizenship and residency advisory firm, seeks a Private Client Advisor in San Francisco. You will drive new business with high-net-worth clients, manage a full sales cycle, and build trusted relationships with intermediaries, private banks, and family offices.

The role requires entrepreneurial drive, resilience, and strong presentation skills; training is provided for residence/citizenship planning, and you will operate across our international network to

Qualifications

• Minimum 3 years' experience in business development, consultative sales, client acquisition, or similar roles.
• Demonstrated success in generating new business and achieving sales targets.
• Experience with high-net-worth clients, private banks, wealth managers, or family offices is advantageous.
• Residence or citizenship planning experience is beneficial but not required; training is provided.
• Multilingual capabilities and local market knowledge are advantageous.
• CRM proficiency and strong business software skills are expected.

Responsibilities

• Generate leads through prospecting, networking, referrals, partnerships, events, and activities.
• Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services.
• Build and maintain relationships with intermediary partners, professional advisors, and wealth managers.
• Own the full sales cycle from prospecting through consultation, proposal, and conversion.
• Conduct consultative client meetings, understand objectives, and recommend suitable solutions.
• Deliver compelling presentations and maintain follow-up throughout complex sales processes.
• Meet or exceed sales targets and maintain accurate CRM records.
• Collaborate with Relationship Managers and operations for a seamless client experience.
• Identify referral and cross-selling opportunities and nurture long-term relationships.
• Represent Henley & Partners with professionalism and integrity while staying informed on market developments.

Skills

Hunter mentality

Relationship building

Networking

Consultative sales

Presentation skills

Multilingual

Education

Bachelor's degree in Business, Economics, Marketing, or related field

Tools

CRM proficiency

MS Office

Job description

Henley & Partners, the leading global citizenship and residency advisory firm, seeks a Private Client Advisor in San Francisco. You will drive new business with high-net-worth clients, manage a full sales cycle, and build trusted relationships with intermediaries, private banks, and family offices.

The role requires entrepreneurial drive, resilience, and strong presentation skills; training is provided for residence/citizenship planning, and you will operate across our international network to