Senior Private Client Advisor

Henley & Partners - The Firm of Global Citizens®; California; On-site; USD 90,000 - 150,000; Full time

Job summary

Henley & Partners in the United States is seeking a Private Client Advisor to drive new business growth by directly developing relationships with high-net-worth clients and leveraging strategic partnerships.

You will build and manage your own pipeline with intermediaries, family offices, private banks, wealth managers, and other centers of influence, while identifying direct client opportunities and delivering an exceptional client experience.

Qualifications

• Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
• Demonstrated success in generating new business/leads and achieving sales targets.
• Experience working with high-net-worth clients, private banks, wealth managers, family offices, or similar relationship-led industries is advantageous.
• CRM proficiency and strong business software skills.
• Multilingual capabilities and local market knowledge are advantageous.

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.

Skills

Hunter mentality

Relationship building

Networking

Consultative selling

Education

Bachelor's degree in Business, Economics, Marketing

Tools

CRM software

Job description

Henley & Partners in the United States is seeking a Private Client Advisor to drive new business growth by directly developing relationships with high-net-worth clients and leveraging strategic partnerships.

You will build and manage your own pipeline with intermediaries, family offices, private banks, wealth managers, and other centers of influence, while identifying direct client opportunities and delivering an exceptional client experience.