Senior Relationship Manager

Henley & Partners - The Firm of Global Citizens®; Kentucky; On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Global network

Job summary

Henley & Partners - The Firm of Global Citizens® is seeking a seasoned Relationship Manager to guide HNW/UHNW clients through the residence and citizenship application process and deliver world-class client service.

Role requires managing client relationships, coordinating documents, and accompanying clients to notaries, banks, and meetings. Fluency in English and Greek is essential, with driving license and willingness to travel. Competitive compensation and comprehensive benefits offered.

Qualifications

• Proven experience in relationship/account management for HNW/UHNW clients.
• Experience in investment migration or related wealth services is advantageous.
• Fluency in English and Greek required.
• Driving license and willingness to travel to meetings.

Responsibilities

• Serve as primary advisor for HNW clients through entire processing journey.
• Manage client relationships, status calls, and proactive communications.
• Coordinate documentation and accompany clients to external meetings.
• Liaise with legal, financial, real estate partners in Greece to expedite apps.
• Mentor junior team members and contribute to cross-selling opportunities.

Skills

Relationship management

B2B negotiation

Client communications

CRM proficiency

English and Greek fluency

Education

Masters degree

Tools

Microsoft Word

Excel

PowerPoint

CRM

Job description

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.

Why Choose Henley & Partners?

• Global Impact:Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.
• Cutting-Edge Expertise:Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.
• Dynamic Culture:Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
• Continuous Learning:Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.
• Impactful Projects:Engage in high-profile projects that shape the future of investment migration and global mobility.
• Work-Life Balance:Enjoy flexible working arrangements and benefits that support your well-being.

But that's enough about us, let's talk about you!

The primary role is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program and to deliver world-class, industry leading customer service to new and existing clients.

Responsabilities:

• Serve as the primary, trusted advisor and advocate for HNW clients throughout their entire processing journey.
• Establish and execute a client-centric relationship strategy, leading regular status calls, application reviews, and proactive communications to ensure world-class customer satisfaction.
• Oversee and facilitate the collection and vetting of all required application documentation, anticipating bottlenecks before they arise.
• Personally accompany clients to crucial external meetings (notaries, banks, legal counsel, and government offices), ensuring a seamless, premium experience.
• Act as the critical link between clients and external partners, negotiating complex circumstances fiercely in the client’s best interest.
• Build and maintain strong operational relationships with key legal, financial, and real estate stakeholders in Greece to expedite client applications.
• Continuously identify, analyze, and capitalize on organic cross-selling opportunities to further embed the firm's comprehensive offerings into client portfolios.
• Actively mentor, guide, and upskill junior team members to foster a high-performance culture of excellence.

Qualifications:

• Proven experience as a Relationship Manager, Account Manager, or Consultant, specifically dealing with HNW/UHNW individuals. Experience within investment migration (Golden Visa), real estate, wealth management, or legal services is highly advantageous.
• Outstanding interpersonal communication skills, with a proven track record in B2B negotiation and partner management.
• Proficient in Microsoft Word, Excel, PowerPoint and CRM
• Masters or an advanced degree will be considered as an advantage
• Fluency in English and Greek is essential (additional languages targeting key Golden Visa demographics are a massive plus).
• Must possess a valid Greek/EU driving license and be comfortable regularly driving to accompany clients to external site visits and partner meetings.

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.

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