Private Client Advisor - Wealth & Global Mobility

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 match

PTO 20 days

Hybrid setting

Career advancement

Job summary

Henley & Partners is seeking a Private Client Advisor in a hybrid Dallas, TX area to grow new business with high-net-worth clients. You will prospect, network, and collaborate with intermediaries and advisors to deliver residence and citizenship planning services.

The role requires a proactive hunter mindset, relationship-building, and the ability to manage long sales cycles. You will lead full sales cycles, deliver compelling presentations, and maintain CRM records while collaborating with

Qualifications

• 3+ years in business development, consultative sales, or revenue-generating roles.
• Experience working with high-net-worth clients or luxury sectors is advantageous.
• CRM proficiency and strong digital tools skills.
• Multilingual abilities and local market knowledge are advantageous.

Responsibilities

• Generate leads through networking, referrals, 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 relationships with intermediary partners, family offices, private banks, wealth managers, lawyers, tax advisors, and referral sources.
• Own the full sales cycle from prospecting to consultation, proposal, and conversion.

Skills

Business development

Consultative sales

Client acquisition

Relationship building

Networking

Education

Bachelor's degree

Job description

Henley & Partners is seeking a Private Client Advisor in a hybrid Dallas, TX area to grow new business with high-net-worth clients. You will prospect, network, and collaborate with intermediaries and advisors to deliver residence and citizenship planning services.

The role requires a proactive hunter mindset, relationship-building, and the ability to manage long sales cycles. You will lead full sales cycles, deliver compelling presentations, and maintain CRM records while collaborating with