Private Client Advisor

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

As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.

Joining Henley & Partners

As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.

Why choose Henley & Partners?

Here’s what sets us apart:

• Global Impact: Join a company that makes a tangible difference in people’s lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options
• Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients
• Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged
• Continuous Learning: We believe in investing in our employees’ professional development. At Henley & Partners, you’ll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge
• Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry
• Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally
• but that’s enough about us, let talk about you!

As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships.

You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities.

Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships. Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience.

Responsibilities

• Generate leads through 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 strong 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 client objectives, and recommend suitable solutions
• Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes
• Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records
• Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience
• Nurture long-term client relationships, identifying referral and cross-selling opportunities
• Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs

Candidate Profile

We are looking for an ambitious, commercially driven individual with a strong hunter mentality and a proven ability to build relationships and generate new business.

The ideal candidate will demonstrate:

• A proactive, entrepreneurial approach with strong self-motivation and accountability
• Proven ability to generate opportunities through networking, referrals, and business development
• Resilience, persistence, and confidence in managing long sales cycles
• Excellent relationship-building, communication, negotiation, and presentation skills
• A consultative sales approach with the ability to understand client needs and recommend appropriate solutions
• Credibility and discretion when working with high-net-worth individuals and senior professional advisors
• A collaborative mindset and the ability to learn complex products quickly

Requirements

• Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role
• Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience
• Demonstrated success in generating new business/leads and achieving sales targets
• Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous
• Experience in residence or citizenship planning is beneficial but not essential; full training will be provided
• CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous

What we offer

• Base salary up to USD 90-100K per year;
• Performance-based commission structure;
• Comprehensive health, dental, and vision insurance;
• 401K retirement match up to 4%;
• 20 days of PTO;
• Hybrid setting;
• Career advancement opportunities

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.

At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.

We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy