An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.
Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.
Key responsibilitiesPromote the services and solutions offered by Henley & PartnersResearch, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospectsActively grow the existing contact database to identify new value creation opportunitiesDevelop new business leads with maximized conversion ratesProvide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are metQualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risksCollaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journeyMeet and exceed the assigned jurisdictional annual sales targetsMaintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospectsKeep detailed notes on prospect and client interactions, with full and effective use of the firm's CRM systemRepresent the firm at industry events and conferences worldwideEssential skillsExperience in client-facing investment, insurance, private banking, wealth management, or salesExceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposalsCollaborative approach to build enduring relationships and influence in a positive mannerExcellent negotiation and persuasion skills, including exercising tact and diplomacy at all timesStrong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is idealAbility to collect data required to prepare an accurate analysis of the client and offer the most suitable solutionsAbility to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferencesUndergraduate degree in business, economics, marketing, or other related disciplines; a master's or an advanced degree will be considered an advantageFive years of experience in client-facing investment, insurance, private banking, wealth management, or salesKnowledge and experience in the investment migration industry (residence and citizenship by investment)Strong international networks that allow for business developmentKnowledge of the local language and local experience will be considered advantagesGet the world's best intel on investment migration delivered.
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