Global Private Client Advisor - Wealth & Citizenship

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

Benefits offered by this job

Base salary up to USD 90-100K per year

Performance-based commission

Comprehensive health, dental, and view

401K retirement match up to 4%

20 days PTO

Hybrid setting

Career advancement opportunities

Job summary

Henley & Partners is seeking a Private Client Advisor to drive new business in a proactive, relationship-driven role. You will build a pipeline by engaging intermediaries, family offices, private banks, wealth managers and high-net-worth clients, managing the full sales cycle from prospecting to conversion.

Featuring a hybrid work setup and a competitive base salary with performance-based commission, this role rewards entrepreneurial, client-focused professionals with opportunities for growth

Qualifications

• Proven ability to generate opportunities through networking, referrals, and business development.
• Experience generating new business/leads and achieving sales targets.
• Experience working with high-net-worth clients, private banks, wealth managers, or similar relationships.

Responsibilities

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

Skills

Hunter mentality

Relationship-building

Networking

Business development

Consultative sales

Self-motivation

Accountability

Communication

Presentation skills

Negotiation

Education

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

Tools

CRM software

Microsoft Office

Job description

Henley & Partners is seeking a Private Client Advisor to drive new business in a proactive, relationship-driven role. You will build a pipeline by engaging intermediaries, family offices, private banks, wealth managers and high-net-worth clients, managing the full sales cycle from prospecting to conversion.

Featuring a hybrid work setup and a competitive base salary with performance-based commission, this role rewards entrepreneurial, client-focused professionals with opportunities for growth