Global Private Client Advisor for High-Net-Worth Growth

Henley & Partners - The Firm of Global Citizens®; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary up to USD 90-110K per year

Commission-based incentives

Health, dental, and vision insurance

401K retirement match

20 days PTO

Career advancement opportunities

Job summary

Henley & Partners in New York is seeking a Private Client Advisor to drive new business with high-net-worth clients through direct prospecting, networking, and strategic partnerships. You will build and manage a pipeline with intermediaries, family offices, private banks, wealth managers, and other professionals, while delivering exceptional client experiences.

The role requires a commercial mindset, resilience, and the ability to navigate long sales cycles.

Qualifications

• Minimum 3 years in business development, consultative sales, client acquisition, or similar revenue role.
• Bachelor's degree in Business, Economics, Marketing, or related field preferred, or equivalent experience.
• Demonstrated success in generating new business and achieving sales targets.
• Experience with high-net-worth clients, private banks, wealth managers, and family offices is advantageous.
• Residence/citizenship planning experience beneficial but not essential; training provided.
• CRM proficiency and multilingual capabilities are advantageous.

Responsibilities

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

Skills

Hunter mindset

Relationship building

Negotiation

Presentation skills

Consultative sales

Multilingual

CRM proficiency

Market knowledge

Self-motivation

Education

Bachelor's degree

Job description

Henley & Partners in New York is seeking a Private Client Advisor to drive new business with high-net-worth clients through direct prospecting, networking, and strategic partnerships. You will build and manage a pipeline with intermediaries, family offices, private banks, wealth managers, and other professionals, while delivering exceptional client experiences.

The role requires a commercial mindset, resilience, and the ability to navigate long sales cycles.