About the Role
As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients 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. Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships. Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience.
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 strong 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 often 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, identifying referral and cross-selling opportunities.
- Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs.
Requirements
- Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
- Demonstrated success in generating new business/leads and achieving sales targets.
- Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous.
- Experience in residence or citizenship planning is beneficial but not essential; full training will be provided.
- CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous.
Skills
- Commercial mindset
- Entrepreneurial drive
- Resilience
- Relationship building
- Networking
- Sales
- Business development
- Communication
- Negotiation
- Presentation skills
- Consultative sales approach
- Collaboration
- Proactive
- Self-motivation
- Accountability
- Persistence
- Confidence
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Minimum 3 years' experience
Education Level
- Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience.
Salary/Compensations
- Base salary up to USD 80-110K per year
- Performance-based commission structure
Benefits
- Comprehensive health, dental, and vision insurance
- 401K retirement match up to 4%
- 15 days of PTO
- Career advancement opportunities
About the Company
- Henley & Partners is the leading global citizenship and residency advisory firm, specializing in helping clients navigate investment migration and citizenship planning.
- Global Impact: Join a company that makes a tangible difference in people's lives.
- Cutting-Edge Expertise: Be part of a team of industry pioneers and experts at the forefront of the investment migration field.
- Dynamic and Diverse Culture: Immerse yourself in a truly global environment with over 40 offices spanning across continents, fostering a multicultural and inclusive workplace.
- Continuous Learning: Invest in employees' professional development with ongoing learning opportunities, training programs, and industry conferences.
- Impactful Projects: Work on high-profile projects shaping the future of investment migration.
- Work-Life Balance: Recognize the importance of maintaining a healthy work-life balance with flexible working arrangements and benefits that support well-being.
Equal Opportunity
- Henley & Partners is 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.
