Talent.com
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, 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 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.

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 degrees are considered an advantage.
  • 5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
  • Knowledge and experience with HNWIs is highly appreciated.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience is considered an advantage.
  • 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.
  • 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

    YjsHVoXbEq

    Create a job alert for this search

    Client Advisor • San Francisco, CA, US

    Related jobs
    Private Client Advisor

    Private Client Advisor

    Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
    Full-time
    Quick Apply
    Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of inves...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)

    J.P. Morgan Wealth Management - Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 2 days ago
    • Promoted
    Associate, Client Advisory

    Associate, Client Advisory

    Jordan Park GroupSan Francisco, CA, US
    Full-time
    Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phi...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor II

    Private Client Advisor II

    Bank of AmericaWalnut Creek, CA, US
    Full-time
    Job Opportunities At Bank of America.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 Responsibl...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - North San Jose, CA

    J.P. Morgan Wealth Management Private Client Advisor - North San Jose, CA

    ChaseSan Jose, CA, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Private Wealth Client Relationship Manager

    Private Wealth Client Relationship Manager

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Private Wealth Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and in...Show moreLast updated: 2 days ago
    • Promoted
    M&A Private Equity Attorney

    M&A Private Equity Attorney

    Lateral LinkSan Jose, CA, US
    Full-time
    Run sponsor-side transactions end-to-end.Draft, negotiate, and lead core workstreams across buyouts, add-ons, minority / growth investments, venture rounds, recapitalizations, exits, and executive eq...Show moreLast updated: 2 days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce94112 San Francisco, 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 moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    ChaseSaratoga, CA, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor- San Jose

    Private Client Advisor- San Jose

    Tiffany & Co.San Jose, CA, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Client Service Advisor

    Client Service Advisor

    California StaffingSan Jose, CA, US
    Full-time
    Investment Advisory Firm Job Opportunity.Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set and adv...Show moreLast updated: 2 days ago
    • Promoted
    Private Client Relationship Advisor

    Private Client Relationship Advisor

    Brown AdvisorySan Francisco, CA, United States
    Full-time
    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring firms - the game-changers, the industry leaders and t...Show moreLast updated: 5 days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CA

    J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CA

    San Jose StaffingSan Jose, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 2 days ago
    • Promoted
    Account Manager, Private Client

    Account Manager, Private Client

    Risk StrategiesSan Francisco, CA, US
    Full-time
    Account Manager, Private Client.The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage re...Show moreLast updated: 2 days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

    JPMorgan ChaseSaratoga, CA, US
    Full-time
    Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

    J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

    ChaseSanta Clara, CA, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor

    Private Client Advisor

    East West BancorpSan Francisco, CA, US
    Full-time
    We are currently seeking a Private Client Advisor.This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.As ...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

    San Jose StaffingSan Jose, 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 moreLast updated: 2 days ago