Global Private Client Advisor — Hybrid, High-Impact

Henley & Partners - The Firm of Global Citizens®; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401K retirement match

15 days PTO

Hybrid work setting

Performance-based commission

Job summary

Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver premier onboarding, and provide world-class residency and citizenship advisory services. You will engage with high-net-worth individuals, expand the client base, and work within a hybrid setup that balances client service with collaboration across teams.

The role requires 3+ years in a client-facing sales environment, strong international networks, and excellent negotiation skills.

Qualifications

• 3+ years of customer-facing sales experience in investment, insurance, real estate, private banking, or wealth management.
• Knowledge and experience with high-net-worth individuals is highly valued.
• Strong international networks for business development.
• Multilingual and territorial experience is a plus.

Responsibilities

• Raise awareness of Henley & Partners' services to potential clients and partners.
• Prepare impactful meetings with introducers and client prospects.
• Provide expert residency and citizenship planning advice.
• Qualify prospects and perform initial due-diligence checks.
• Collaborate with Relationship Managers to deliver a premier client experience.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Expand the contact database to identify new opportunities.
• Keep notes using the CRM system.
• Represent Henley & Partners at industry events and conferences.

Skills

Customer-facing sales

Multilingual abilities

Negotiation skills

Relationship building

Education

Bachelor's degree in business, economics, marketing, or related disciplines

Masters or advanced degree advantageous

Tools

CRM systems

Microsoft Office

Job description

Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver premier onboarding, and provide world-class residency and citizenship advisory services. You will engage with high-net-worth individuals, expand the client base, and work within a hybrid setup that balances client service with collaboration across teams.

The role requires 3+ years in a client-facing sales environment, strong international networks, and excellent negotiation skills.