Private Client Advisor

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

3d • $80 - $100 • Hybrid

About The Position

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.

Requirements

• Undergraduate degree in business, economics, marketing, or related disciplines.
• + 5 years of customer-facing investment, insurance, private bank or wealth management sales experience
• Knowledge and experience with HNWIs is highly appreciated.
• Strong international networks for business development.
• Exceptional communication skills to engage with industry stakeholders.
• 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.

Nice To Haves

• Master's or advanced degree are considered an advantage.
• Multilingual and territorial-specific experience considered an advantage.

Responsibilities

• Actively represent the company at industry conferences, networking events, trade shows, webinars, and other external engagements to build relationships, expand market presence, and identify new business development opportunities.
• Research, prepare and execute high-impact meetings with potential introducer's, intermediary partners and client prospects/leads
• Provide client prospects with advice on residency & citizenship planning to ensure their objectives are met
• Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
• Collaborate with RMs to provide a world-class, industry leading client experience throughout the entire sales journey
• High success rate of conversion of sales leads into clients of H&P
• Meet and exceed the assigned jurisdictional annual sales targets
• Actively grow existing contact database to identify new value creation opportunities
• Maintain a high level of relevant industry and program knowledge in order to have meaningful conversations with prospects
• Keep detailed notes on prospect and customer interactions with full and effective use of the CRM system

Benefits

• Base salary up to USD 80-100K per year;
• Performance-based commission structure;
• Comprehensive health, dental, and vision insurance;
• 401K retirement match up to 4%;
• 15 days of PTO;
• Hybrid setting;
• Career advancement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees