Private Client Advisor

Henley & Partners - The Firm of Global Citizens®•San Francisco, CA

61d

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 sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
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.

Nice To Haves

Masters or advanced degrees are considered an advantage.
Knowledge and experience with HNWIs is highly appreciated.
Strong international networks for business development.
Multilingual and territorial-specific experience is considered an advantage.

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 conferences