Private Client Advisor

Henley & Partners - The Firm of Global Citizens®•Dallas, TX

6d•$90,000 - $100,000•Hybrid

About The Position

As a Private Client Advisor at Henley & Partners, you will act as a brand ambassador and drive new business growth. This proactive, relationship-driven sales role focuses on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships. You will build and manage a pipeline by cultivating relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while identifying direct client opportunities. The role requires a commercial mindset, entrepreneurial drive, resilience, and strong relationship-building skills. Technical knowledge of residence and citizenship planning can be taught; the primary focus is creating opportunities, winning new business, and delivering an exceptional client experience. You will work with internal Relationship Managers and operational teams around the world to support clients throughout the sales process and their longer-term relationship with Henley & Partners.

Requirements

Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience.
Demonstrated success generating new business or leads and achieving sales targets.
A proactive, entrepreneurial approach, with strong self-motivation and accountability.
Ability to generate opportunities through networking, referrals, and business development.
Resilience, persistence, and confidence managing long sales cycles.
Excellent relationship-building, communication, negotiation, and presentation skills.
A 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

Experience 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; training will be provided.
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.
Manage 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 presentations and maintain consistent follow-up through complex sales processes.
Meet or exceed agreed sales, pipeline, and revenue targets, and maintain 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.