Private Wealth Growth Advisor

Henley and Partners; Coral Gables (FL); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Base salary

Commission structure

Health insurance

20 days PTO

Career advancement opportunities

Job summary

Henley & Partners in the United States seeks a Private Client Advisor to drive new business growth with high-net-worth clients. You will build relationships with intermediaries, family offices, private banks, and advisors to expand the firm’s residence and citizenship planning services.

You will own the full sales cycle—from prospecting through consultation, proposal, and conversion—while delivering tailored solutions with professionalism and discretion.

Qualifications

• Minimum 3 years' experience in business development or consultative sales.
• Proven ability to generate opportunities and meet sales targets.
• Experience working with high-net-worth clients, private banks, or family offices is advantageous.
• CRM proficiency and strong communication skills.

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 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 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.

Skills

Business development

Sales

Relationship building

Networking

Presentation skills

Multilingual capabilities

Education

Bachelor's degree in Business, Economics, Marketing

Tools

CRM software

Job description

Henley & Partners in the United States seeks a Private Client Advisor to drive new business growth with high-net-worth clients. You will build relationships with intermediaries, family offices, private banks, and advisors to expand the firm’s residence and citizenship planning services.

You will own the full sales cycle—from prospecting through consultation, proposal, and conversion—while delivering tailored solutions with professionalism and discretion.