Private Client Advisor
Company: Henley & Partners - The Firm of Global Citizens -
Location: San Francisco
Posted on: October 10, 2024
Job Description:
Joining Henley & PartnersAs the leading global citizenship and
residency advisory firm for over two decades, we specialize in
helping our clients navigate the complex landscape of investment
migration and citizenship planning.Why choose Henley & Partners?
Here's what sets us apart:
- Global Impact: Join a company that makes a tangible difference
in people's lives. Our work enables individuals and families to
broaden their horizons, access new opportunities, and secure a
brighter future through alternative citizenship and residency
options.
- Cutting-Edge Expertise: Be part of a team of industry pioneers
and experts who are at the forefront of the investment migration
field. We provide innovative solutions and leverage our extensive
network of international partners to deliver exceptional service to
our clients.
- Dynamic and Diverse Culture: Immerse yourself in a truly global
environment. With more than 40 offices spanning across continents,
we foster a multicultural and inclusive workplace where ideas are
valued, collaboration thrives, and personal growth is
encouraged.
- Continuous Learning: We believe in investing in our employees'
professional development. At Henley & Partners, you'll have access
to ongoing learning opportunities, training programs, and industry
conferences that will enhance your skills and expand your
knowledge.
- Impactful Projects: Join us in working on high-profile projects
that shape the future of investment migration. From advising
governments on citizenship-by-investment programs to assisting
high-net-worth individuals in achieving their global mobility
goals, your work will have a direct impact on our clients and the
industry.
- Work-Life Balance: We recognize the importance of maintaining a
healthy work-life balance. Enjoy flexible working arrangements and
benefits that support your well-being, ensuring that you can thrive
both personally and professionally....but that's enough about us,
let talk about you!As a Private Client Advisor you'll be an
ambassador for H&P by establishing and strengthening
relationships with intermediary and direct clients. Your primary
focus will be converting leads into client cases by delivering
exceptional customer service, providing a premier onboarding
experience, and offering world-class advisory services to both new
and existing clients.Responsibilities
- Raise awareness about H&P's services and solutions by
proactively reaching out to potential clients and intermediary
partners.
- Conduct research and prepare impactful meetings with potential
introducers, intermediary partners, and client
prospects/leads.
- Provide expert advice on residency & citizenship planning to
help clients achieve their objectives.
- Qualify prospects and perform initial due-diligence checks to
assess suitability and mitigate operational risks.
- Collaborate with Relationship Managers (RMs) to deliver a
world-class client experience throughout the sales journey.
- Achieve a high success rate in converting sales leads into
H&P clients.
- Meet and exceed annual sales targets for assigned
jurisdictions.
- Actively expand the existing contact database to identify new
opportunities for value creation.
- Maintain a high level of industry and program knowledge to
engage in meaningful conversations with prospects.
- Keep detailed and effective notes on prospect and customer
interactions using our CRM system.
- Act as a positive representative of H&P and our brand at
industry events and conferencesQualifications
- Undergraduate degree in business, economics, marketing, or
related disciplines.
- Masters or advanced degrees are considered an advantage.
- +5 years of customer-facing sales experience in investment,
insurance, private banking,wealth management,real-estate or
recruitment.
- Knowledge and experience with HNWIs is highly appreciated.
- Strong international networks for business development.
- Multilingual and territorial-specific experience is considered
an advantage.
- Exceptional communication skills to engage with industry
stakeholders - full English business proficiency is required.
- Collaborative approach to build positive relationships and
influence others.
- Excellent negotiation and persuasion skills, including tact and
diplomacy.
- Strong research and strategic analysis skills, with proficiency
in Microsoft Office and CRM systems.
- Ability to gather data and provide accurate client analysis for
tailored solutions.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.If you are seeking a
challenging yet rewarding opportunity where your ideas can make a
real impact, we invite you to apply today.At Henley & Partners, we
are committed to creating a diverse and inclusive workplace that
values and respects all individuals. We welcome applicants from all
backgrounds and identities and encourage candidates who bring a
unique perspective to apply. We believe that our differences make
us stronger and that diversity is essential to our success. We
strive to create a culture where everyone feels included, heard,
and valued, regardless of their race, ethnicity, gender, sexual
orientation, age, religion, ability, or any other characteristic.We
value your privacy and are committed to protecting your personal
information. For more details about our Privacy Policy please
visit: https://www.henleyglobal.com/privacy-policyWe value your
privacy and are committed to protecting your personal information.
By applying to this vacancy, you confirm that you have read,
understood, and agree to abide by our privacy policies. For more
details about our Privacy Policy please visit:
https://www.henleyglobal.com/privacy-policy
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Keywords: Henley & Partners - The Firm of Global Citizens -, Fairfield , Private Client Advisor, Other , San Francisco, California
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