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- Client Advisor - USA (New York, Los Angeles, Dallas, San Francisco)
Client Advisor - USA (New York, Los Angeles, Dallas, San Francisco)
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 responsibilities
- Promote the services and solutions offered by Henley & Partners
- Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
- Actively grow the existing contact database to identify new value creation opportunities
- Develop new business leads with maximized conversion rates
- Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
- Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
- Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey
- Meet and exceed the assigned jurisdictional annual sales targets
- Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
- Keep detailed notes on prospect and client interactions, with full and effective use of the firm's CRM system
- Represent the firm at industry events and conferences worldwide
Essential skills
- Experience in client-facing investment, insurance, private banking, wealth management, or sales
- Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals
- Collaborative approach to build enduring relationships and influence in a positive manner
- Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times
- Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
- Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
- Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences
Desirable skills
- Undergraduate degree in business, economics, marketing, or other related disciplines; a master's or an advanced degree will be considered an advantage
- Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
- Knowledge and experience in the investment migration industry (residence and citizenship by investment)
- Strong international networks that allow for business development
- Knowledge of the local language and local experience will be considered advantages
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