Global Private Client Advisor — Flexible Growth

Henley & Partners - The Firm of Global Citizens®; Miami (FL); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Commission structure

Health, dental, vision insurance

20 days PTO

Career advancement opportunities

Job summary

Henley & Partners - The Firm of Global Citizens® is seeking an ambitious Private Client Advisor in the United States (Miami). You will lead business development to acquire high-net-worth clients for residence and citizenship planning, building a robust pipeline through networking, referrals, and strategic partnerships.

You will manage end-to-end sales cycles, present tailored solutions, and collaborate with internal teams worldwide to ensure exceptional client experiences.

Qualifications

• 3+ years in business development, consultative sales or similar revenue-generating role.
• Bachelor's degree in Business, Economics, Marketing or related field, or equivalent commercial experience.
• Proven ability to generate opportunities via networking, referrals and business development.
• Experience with high-net-worth clients, private banks or wealth managers is advantageous.
• Residence or citizenship planning experience is beneficial but not essential; full training provided.

Responsibilities

• Generate leads via prospecting, networking, referrals, strategic partnerships, events, and other business development 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, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources.
• Own the full sales cycle from prospecting and qualification through consultation, proposal, and conversion.
• Conduct consultative client meetings, understand objectives, and recommend solutions.
• Deliver compelling presentations and maintain follow-up through complex sales processes.
• Meet or exceed sales, pipeline, and revenue targets while maintaining CRM records.
• Collaborate with Relationship Managers and operations teams across the globe for a seamless client experience.
• Nurture long-term client relationships, identifying referral and cross-selling opportunities.
• Represent Henley & Partners with professionalism, discretion, and market awareness.

Skills

Hunter mentality

Relationship building

Self-motivation

Accountability

Networking

Business development

Consultative sales

Presentation skills

Multilingual capabilities

Local market knowledge

CRM proficiency

Strong communication

Education

Bachelor's degree in business/related field

Tools

CRM software

Job description

Henley & Partners - The Firm of Global Citizens® is seeking an ambitious Private Client Advisor in the United States (Miami). You will lead business development to acquire high-net-worth clients for residence and citizenship planning, building a robust pipeline through networking, referrals, and strategic partnerships.

You will manage end-to-end sales cycles, present tailored solutions, and collaborate with internal teams worldwide to ensure exceptional client experiences.