Private Client Advisor

Henley & Partners - The Firm of Global Citizens®•Miami, FL

About The Position

As a Private Client Advisor at Henley & Partners, you will act as a brand ambassador and drive new business growth through proactive, relationship-led sales. The role focuses on acquiring high-net-worth clients for residence and citizenship planning services through direct business development, networking, and strategic referral partnerships. You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities. You will manage the full sales cycle, conduct consultative client meetings, recommend suitable solutions, and collaborate with internal Relationship Managers and operational teams globally to support a seamless client experience. Success in the role calls for commercial drive, resilience, entrepreneurial initiative, relationship-building ability, and a commitment to exceptional client service. Technical knowledge of residence and citizenship planning is not essential, as training is provided.

Requirements

Minimum 3 years of experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
Demonstrated success generating new business or leads and achieving sales targets.
Proactive, entrepreneurial approach with strong self-motivation and accountability.
Ability to generate opportunities through networking, referrals, and business development.
Resilience, persistence, and confidence in managing long sales cycles.
Excellent relationship-building, communication, negotiation, and presentation skills.
Consultative sales approach and ability to understand client needs and recommend appropriate solutions.
Credibility and discretion when working with high-net-worth individuals and senior professional advisors.
Collaborative mindset and ability to learn complex products quickly.

Nice To Haves

Bachelor's degree in Business, Economics, Marketing, or a related field, or equivalent commercial experience.
Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries.
Experience in residence or citizenship planning.
CRM proficiency and strong business software skills.
Multilingual capabilities and local market knowledge.

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 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 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 and identify referral and cross-selling opportunities.
Represent Henley & Partners with professionalism, discretion, and integrity while staying informed about market developments and relevant programs.