Talent.com
Private Client Advisor
Private Client AdvisorHenley & Partners - The Firm of Global Citizens® • Los Angeles, CA, US
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® • Los Angeles, CA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Joining Henley & Partners   As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.   Why choose Henley & Partners?  Here's what sets us apart :

  • Global Impact : Join a company that makes a tangible difference in people's lives.
  • Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.

Cutting-Edge Expertise :

  • Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field.
  • We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.

    • Dynamic and Diverse Culture :

  • Immerse yourself in a truly global environment.
  • With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.

    • Continuous Learning :

  • We believe in investing in our employees' professional development.
  • At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.

    • Impactful Projects :

  • Join us in working on high-profile projects that shape the future of investment migration.
  • From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.

    • Work-Life Balance :

  • We recognize the importance of maintaining a healthy work-life balance.
  • Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.   ...but that's enough about us, let talk about you!   As a  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.   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   Qualifications :

  • Undergraduate degree in business, economics, marketing, or related disciplines.
  • Masters or advanced degree are considered an advantage. +5 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
  • Knowledge and experience with HNWIs is highly appreciated.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience considered an advantage.
  • 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.   What we offer :

  • Base salary of USD 100k-120K per year depending on experience;  Performance-based commission structure;  Comprehensive health, dental, and vision insurance; Career advancement opportunities   Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees.
  • We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.

    • If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

  • At Henley & Partners, we are 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.
  • We value your privacy and are committed to protecting your personal information.

    • By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies.

    For more details about our Privacy Policy please visit :

  • https : / / www.henleyglobal.com / privacy-policy Powered by JazzHR
    • Create a job alert for this search

    Client Advisor • Los Angeles, CA, US

    Related jobs
    J.P. Morgan Wealth Management Private Client Advisor - Manhattan Beach, CA and Surrounding Areas

    J.P. Morgan Wealth Management Private Client Advisor - Manhattan Beach, CA and Surrounding Areas

    JPMorgan Chase • Manhattan Beach, CA, US
    Full-time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Burbank, CA, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show more
    Last updated: 30+ days ago • Promoted
    Clinical Account Associate

    Clinical Account Associate

    Tempus • Long Beach, CA, US
    Full-time
    Passionate about precision medicine and advancing the healthcare industry? Recent advancements in underlying technology have finally made it possible for AI to impact clinical care in a meaningful ...Show more
    Last updated: 20 days ago • Promoted
    Private Client Relationship Manager

    Private Client Relationship Manager

    Capital Group • Los Angeles, CA, United States
    Full-time
    I can succeed as a Private Client Relationship Manager.As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Advisor (Private Client - Personal Strategy) - Los Angeles region

    Private Wealth Advisor (Private Client - Personal Strategy) - Los Angeles region

    Empower Retirement • Los Angeles, CA, United States
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show more
    Last updated: 8 days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 90041 Los Angeles, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Adobe - Partner / Client Lead

    Adobe - Partner / Client Lead

    Acxiom • Long Beach, CA, US
    Full-time
    Are you passionate about building strong, consultative client relationships and driving business growth? This is a role for a collaborative, strategic client leaderone who thrives in a dynamic, cro...Show more
    Last updated: 20 days ago • Promoted
    Private Client Advisor II

    Private Client Advisor II

    Bank of America • Beverly Hills, CA, US
    Full-time
    Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...Show more
    Last updated: 30+ days ago • Promoted
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. Bancorp • Beverly Hills, CA, US
    Full-time
    Responsible for retention and growth of medium to large size high net worth client relationships.Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds cl...Show more
    Last updated: 30+ days ago • Promoted
    Client Executive

    Client Executive

    Gradient AI • Long Beach, CA, US
    Full-time
    About Gradient AI : Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry.Founde...Show more
    Last updated: 21 days ago • Promoted
    Associate Agent (Independent Contractor) - Boston, MA

    Associate Agent (Independent Contractor) - Boston, MA

    Redfin • Long Beach, CA, US
    Full-time
    Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ...Show more
    Last updated: 5 days ago • Promoted
    Client Advisor Remote

    Client Advisor Remote

    SBI Growth • Long Beach, CA, US
    Remote
    Full-time
    When you join SBI, The Growth Advisory firm, as a Growth Advisor, you are joining a firm that is on the forefront of driving innovative (B2B) go-to market transformations helping clients solve thei...Show more
    Last updated: 21 days ago • Promoted
    Client Advisor

    Client Advisor

    Neiman Marcus • Beverly Hills, CA, US
    Full-time
    Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Bel...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Client Advisor

    Commercial Lines Client Advisor

    Independent Insurance Agents of North Carolina • Long Beach, CA, US
    Full-time
    The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client...Show more
    Last updated: 21 days ago • Promoted
    Associate, Private Equity

    Associate, Private Equity

    Ares Management • Los Angeles, CA, US
    Full-time
    Ares Private Equity Opportunity.Over the last 20 years, Ares' success has been driven by our people and our culture.Today, our team is guided by our core values Collaborative, Responsible, Entrepr...Show more
    Last updated: 30+ days ago • Promoted
    FP&A Associate

    FP&A Associate

    Homebound • Canyon Country, CA, US
    Full-time
    Homebound is on a mission to make it possible for anyone, anywhere, to build a home using technology.Created by an experienced team of construction, real estate, design, and technology experts, Hom...Show more
    Last updated: 30+ days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Long Beach, CA
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Consultant (Contract)

    Business Development Consultant (Contract)

    TextUs • Long Beach, CA, US
    Full-time +1
    Business Development Consultant (Contract).Business Development Consultant (Contract).Marketing Agencies & Publishers.Company : TextUs Type : Contractor (1099) convertible to full-time (W2) based on ...Show more
    Last updated: 5 days ago • Promoted