Private Client Advisor

About the role

Henley & Partners is seeking a Private Client Advisor to act as an ambassador for the firm, building and nurturing relationships with both intermediary and direct clients. You will focus on converting leads into active cases by delivering top‑tier customer service, a seamless onboarding experience, and expert advisory support.

Key responsibilities

• Proactively raise awareness of Henley & Partners' services by reaching out to potential clients and intermediary partners.
• Research and prepare impactful meetings with introducers, partners, and prospective leads.
• Provide expert residency and citizenship planning advice 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 world‑class client experience throughout the sales journey.
• Achieve a high conversion rate of sales leads into clients and meet/exceed annual sales targets for assigned jurisdictions.
• Expand the contact database to uncover new value‑creation opportunities.
• Maintain up‑to‑date industry and program knowledge for meaningful client conversations.
• Document prospect and customer interactions accurately in the CRM system.
• Represent Henley & Partners positively at industry events and conferences.

Required profile

• Undergraduate degree in business, economics, marketing or a related field.
• Minimum 3 years of customer‑facing sales experience in investment, insurance, private banking, wealth management, real‑estate or recruitment.
• Experience or knowledge of high‑net‑worth individuals (HNWI) is highly valued.
• Multilingual abilities and territorial‑specific experience are considered an advantage.
• Exceptional communication skills for engaging with industry professionals.

Required skills

What we offer

• Opportunity to make a global impact by helping clients secure new citizenship and residency options.
• Work with industry pioneers delivering innovative solutions through an extensive international network.
• A multicultural, inclusive environment across 40+ offices worldwide.
• Continuous professional development, training programs, and industry conferences.
• Engagement in high‑profile projects shaping the future of investment migration.
• Flexible working arrangements supporting work‑life balance.