Private Client Advisor

About the role

As a Private Client Advisor you will act as the face of Henley & Partners, building and nurturing relationships with both intermediary partners and direct clients. You will guide high‑net‑worth individuals through residency and citizenship planning, turning leads into long‑term advisory engagements.

Key responsibilities

• Proactively raise awareness of Henley & Partners’ services by reaching out to potential clients and intermediary partners.
• Research prospects and prepare impactful meetings with introducers, partners, and leads.
• Provide expert advice on residency and citizenship options to help clients meet their objectives.
• Qualify prospects and conduct initial due‑diligence checks to mitigate operational risk.
• Collaborate with Relationship Managers to ensure a seamless client experience throughout the sales journey.
• Achieve high conversion rates and meet or exceed annual sales targets for assigned jurisdictions.
• Expand the contact database, identify new opportunities, and maintain up‑to‑date CRM records.
• Represent Henley & Partners positively at industry events and conferences.

Required profile

• Undergraduate degree in business, economics, marketing or a related field (master’s degree is a plus).
• At least 5 years of customer‑facing sales experience in investment, insurance, private banking, wealth management, real‑estate or recruitment.
• Experience working with high‑net‑worth individuals is highly valued.
• Multilingual abilities and territorial‑specific experience are advantageous.

Required skills

What we offer

• Opportunity to make a global impact by helping clients access new citizenship and residency options.
• Work with industry pioneers and an extensive international network.
• Multicultural, inclusive environment across 40+ offices worldwide.
• Continuous professional development through training programs and industry conferences.
• Flexible working arrangements that support work‑life balance.