Global Private Client Advisor – Citizenship & Mobility

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

Benefits offered by this job

Health insurance

401K retirement match

15 days PTO

Hybrid work model

Career growth

Job summary

Henley & Partners in Dallas, TX seeks a Private Client Advisor to convert leads into client cases by delivering exceptional onboarding and advisory services.

You will build relationships with intermediary and direct clients, qualify prospects, conduct due diligence, and work with Relationship Managers to meet sales targets.

The role offers a hybrid schedule, comprehensive benefits, and opportunities to grow within a global citizenship and residency advisory firm.

Qualifications

• Undergraduate degree in business, economics, marketing, or related disciplines.
• Masters or advanced degree are considered an advantage.
• 3 years of customer-facing sales experience in investment, insurance, real estate, private banking, or wealth management.
• Knowledge and experience with HNWIs is highly appreciated.
• Strong international networks for business development.
• Multilingual and territorial-specific experience considered an advantage.
• Exceptional communication skills to engage with industry stakeholders.
• Collaborative approach to build positive relationships and influence others.
• Excellent negotiation and persuasion skills, including tact and diplomacy.
• Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
• Ability to gather data and provide accurate client analysis for tailored solutions.

Responsibilities

• Raise awareness about H&P’s services and solutions to potential clients.
• Prepare impactful meetings with introducers, intermediary partners, and client prospects/leads.
• Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
• Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
• Collaborate with Relationship Managers to deliver a world-class client experience throughout the sales journey.
• Achieve a high success rate in converting sales leads into H&P clients.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Actively expand the existing contact database to identify new opportunities for value creation.
• Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
• Keep detailed and effective notes on prospect and customer interactions using our CRM system.
• Act as a positive representative of H&P and our brand at industry events and conferences

Skills

Customer-facing sales

Negotiation

Communication

CRM experience

MS Office

Networking

Education

Undergraduate degree

Masters degree advantage

Tools

CRM software

MS Office

Job description

Henley & Partners in Dallas, TX seeks a Private Client Advisor to convert leads into client cases by delivering exceptional onboarding and advisory services.

You will build relationships with intermediary and direct clients, qualify prospects, conduct due diligence, and work with Relationship Managers to meet sales targets.

The role offers a hybrid schedule, comprehensive benefits, and opportunities to grow within a global citizenship and residency advisory firm.