Talent.com
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®Washington, DC, 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, 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.
  • Between 2-3 years of customer-facing sales experience in investment, insurance, real estate, private banking, wealth management, recruitment or similar industries.
  • Knowledge and experience with HNWIs is highly appreciated.
  • 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 80-100K per year depending on experience;
  • Performance-based commission structure;
  • Comprehensive health, dental, and vision insurance;
  • 15 days of PTO;
  • 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

    n5pNDHctGw

    Create a job alert for this search

    Client Advisor • Washington, DC, US

    Related jobs
    • Promoted
    Client Advisory Manager

    Client Advisory Manager

    Veris InsightsFriendly, MD, US
    Full-time
    The Company You’ll Join : .It is our mission to create an exceptional firm that betters the world of work.Through granular candidate insights, in-depth employer benchmarking, continuous market ...Show moreLast updated: 20 days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce22202 Arlington, VA, 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
    Wealth Advisor - Schwab Wealth Advisory

    Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabVienna, VA, US
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finan...Show moreLast updated: 1 day ago
    • Promoted
    Private Banker 2

    Private Banker 2

    First National Bank of PennsylvaniaBaltimore, MD, United States
    Full-time
    Make a difference - for us and for your future.This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influenc...Show moreLast updated: 30+ days ago
    • Promoted
    Private Funds Associate

    Private Funds Associate

    5 LegalWashington, DC, US
    Full-time
    Top AmLaw 100 law firm seeks an associate to join their Private Funds Group.Candidates should have a minimum of 3-5 years of experience in representing established and new fund sponsors in the form...Show moreLast updated: 30+ days ago
    • Promoted
    Hybrid Partner-Level Privacy Law

    Hybrid Partner-Level Privacy Law

    Carrie Rikon & AssociatesFrederick, MD, US
    Full-time
    Hybrid Law Firm Partner Privacy.Salary Range of 225K-250K Plus Yearly Bonus Offered, Equating To 1M-2M.Excellent compensation package plus benefits. A nationally recognized law firm is seeking a.Pri...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesDunkirk, MD, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 24-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 2 days ago
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - Northern Virginia (Multiple Locations)

    J.P. Morgan Wealth Management Private Client Advisor - Northern Virginia (Multiple Locations)

    JPMorgan ChaseManassas, VA, 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: 30+ days ago
    • Promoted
    Private Equity Associate Attorney

    Private Equity Associate Attorney

    Direct CounselReston, VA, US
    Full-time
    Private Equity Associate Attorney (4th-5th Year).Los Angeles (Santa Monica), New York, Reston, San Francisco.Direct Counsel is seeking a Private Equity Associate (4th-5th year) to join a top Am Law...Show moreLast updated: 30+ days ago
    • Promoted
    M&A Associate

    M&A Associate

    5 LegalWashington, DC, US
    Full-time
    Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Private Equity / M&A team. The ideal candidate must have 2+ years...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Associate

    Private Client Associate

    5 LegalWashington, DC, US
    Full-time
    A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group.The ideal candidate must have experience in drafting standard and sophisticat...Show moreLast updated: 30+ days ago
    • Promoted
    Fintech Associate

    Fintech Associate

    5 LegalWashington, DC, US
    Full-time
    One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking associates to join their Technology Transactions, and Privacy practice in their New York, Chicago, Seattle, Washington D...Show moreLast updated: 30+ days ago
    • Promoted
    Emerging Growth & Venture Capital Associate Attorney - Professional Track

    Emerging Growth & Venture Capital Associate Attorney - Professional Track

    Direct CounselBaltimore, MD, US
    Full-time
    Emerging Growth & Venture Capital Associate Attorney (Professional Track, 5–8 Years).Emerging Growth & Venture Capital Associate Attorney. Professional Track Attorney program.This posi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Aid Advisor

    Financial Aid Advisor

    InsideHigherEdBowie, Maryland, United States
    Full-time
    JR101379 Financial Aid Advisor (Open).Responsible for providing guidance, explaining policies, and helping to secure the necessary funding for students to attend college. Guide students and parents(...Show moreLast updated: 10 days ago
    • Promoted
    Private Companies Associate Attorney

    Private Companies Associate Attorney

    Direct CounselWashington, DC, US
    Full-time
    Private Companies Associate Attorney – Boston, Chicago, Washington, D.New York, Reston, San Francisco, or Seattle.Private Companies Associate Attorney. This position offers the opportunity to ...Show moreLast updated: 30+ days ago
    • Promoted
    Private Fund Formation Associate

    Private Fund Formation Associate

    5 LegalWashington, DC, US
    Full-time
    Am Law top 100 firm which is popular for its high-profile financial services is seeking associates to join their Financial Services group. The ideal candidate must have 3-5 years of private fund for...Show moreLast updated: 30+ days ago
    • Promoted
    Private Equity M&A Associate Asset Management

    Private Equity M&A Associate Asset Management

    Mosaic RecruitsWashington, DC, US
    Full-time
    Private Equity M&A Associate – Asset Management.Washington, DC; Boston; Philadelphia; New York.Provides legal support on private equity M&A transactions within the asset management se...Show moreLast updated: 10 days ago
    • Promoted
    Contract Advisor

    Contract Advisor

    Oceaneering International, Inc.Hanover, MD, United States
    Full-time
    Oceaneering Technologies (OTECH) develops, manufactures, and operates customized marine systems, shipboard equipment, subsea vehicles, and engineered solutions for commercial and U.Oceaneering Aero...Show moreLast updated: 7 days ago