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

Comprehensive health, dental, and vision insurance

401K retirement match up to 4%

15 days of PTO

Career advancement opportunities

Job summary

Henley & Partners - The Firm of Global Citizens® in Dallas, Texas is seeking a Private Client Advisor to strengthen client relationships. You will convert leads into client cases, providing exceptional customer service and advisory services.

The ideal candidate should have a strong background in customer-facing sales, preferably in investment or wealth management, and possess excellent communication and negotiation skills. This position offers a competitive salary, commission structure, and comprehensive benefits in a hybrid working environment.

Qualifications

• 3 years of customer-facing sales experience in investment or wealth management.
• Knowledge and experience with high-net-worth individuals.
• Strong international networks for business development.

Responsibilities

• Raise awareness about Henley & Partners’ services.
• Conduct research and prepare meetings with potential clients.
• Provide expert advice on residency and citizenship planning.

Skills

Customer-facing sales experience

Strong communication skills

Negotiation and persuasion skills

Proficiency in Microsoft Office

Research and strategic analysis

Education

Undergraduate degree in business or related fields

Masters or advanced degree

Tools

CRM systems

Job description

Private Client Advisor

You will serve as an ambassador for Henley & Partners, establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by providing exceptional customer service, a premier onboarding experience, and world‑class advisory services to both new and existing clients.

Responsibilities

• Raise awareness about Henley & Partners’ 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 and 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 Henley & Partners 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 Henley & Partners and our brand at industry events and conferences.

Qualifications

• Undergraduate degree in business, economics, marketing, or related disciplines.
• Masters or advanced degree considered an advantage.
• 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 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.

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.

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