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

Health insurance

401K retirement match

15 days PTO

Hybrid work model

Career growth

Job summary

Henley & Partners in Dallas, TX seeks a Private Client Advisor to convert leads into client cases by delivering exceptional onboarding and advisory services.

You will build relationships with intermediary and direct clients, qualify prospects, conduct due diligence, and work with Relationship Managers to meet sales targets.

The role offers a hybrid schedule, comprehensive benefits, and opportunities to grow within a global citizenship and residency advisory firm.

Qualifications

• Undergraduate degree in business, economics, marketing, or related disciplines.
• Masters or advanced degree are considered an advantage.
• 3 years of customer-facing sales experience in investment, insurance, real estate, private banking, or wealth management.
• Knowledge and experience with HNWIs is highly appreciated.
• Strong international networks for business development.
• Multilingual and territorial-specific experience considered an advantage.
• Exceptional communication skills to engage with industry stakeholders.
• Collaborative approach to build positive relationships and influence others.
• Excellent negotiation and persuasion skills, including tact and diplomacy.
• Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
• Ability to gather data and provide accurate client analysis for tailored solutions.

Responsibilities

• Raise awareness about H&P’s services and solutions to potential clients.
• Prepare impactful meetings with introducers, intermediary partners, and client prospects/leads.
• Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
• Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
• Collaborate with Relationship Managers to deliver a world-class client experience throughout the sales journey.
• Achieve a high success rate in converting sales leads into H&P clients.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Actively expand the existing contact database to identify new opportunities for value creation.
• Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
• Keep detailed and effective notes on prospect and customer interactions using our CRM system.
• Act as a positive representative of H&P and our brand at industry events and conferences

Skills

Customer-facing sales

Negotiation

Communication

CRM experience

MS Office

Networking

Education

Undergraduate degree

Masters degree advantage

Tools

CRM software

MS Office

Job description

Joining Henley & Partners

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

Why choose Henley & Partners?

• 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’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.

Responsibilities

• Raise awareness about H&P’s services and solutions by proactively reaching out to potential clients and intermediary partners.
• Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
• Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
• Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
• Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
• Achieve a high success rate in converting sales leads into H&P clients.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Actively expand the existing contact database to identify new opportunities for value creation.
• Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
• Keep detailed and effective notes on prospect and customer interactions using our CRM system.
• Act as a positive representative of H&P and our brand at industry events and conferences

Qualifications

• Undergraduate degree in business, economics, marketing, or related disciplines.
• Masters or advanced degree are considered an advantage.
• • 3years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
• Knowledge and experience with HNWIs is highly appreciated.
• Strong international networks for business development.
• Multilingual and territorial-specific experience considered an advantage.
• Exceptional communication skills to engage with industry stakeholders.
• Collaborative approach to build positive relationships and influence others.
• Excellent negotiation and persuasion skills, including tact and diplomacy.
• Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
• Ability to gather data and provide accurate client analysis for tailored solutions.

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%;
• 15 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.