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
  • 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.
  • 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
    • Create a job alert for this search

    Client Advisor • Washington, DC, US

    Related jobs
    • Promoted
    Private Client Relationship Advisor

    Private Client Relationship Advisor

    Brown AdvisoryWashington, DC, US
    Full-time
    Private Client Service Professional.Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service.The ideal candid...Show moreLast updated: 22 days ago
    • Promoted
    Manager - Private Equity Advisory (TS)

    Manager - Private Equity Advisory (TS)

    CrossCountry ConsultingWashington, DC, US
    Temporary
    Manager - Private Equity Advisory (TS).By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies.You wil...Show moreLast updated: 30+ days ago
    • Promoted
    Texas Client Partner

    Texas Client Partner

    VirtualVocationsBaltimore, Maryland, United States
    Full-time
    A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain client relationships to drive business growth Identify and pursue new business opportunities within t...Show moreLast updated: 15 days 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 Client Financial Advisor

    Private Client Financial Advisor

    Citizens Financial GroupWashington, DC, US
    Full-time
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor - Borough Park, Brooklyn

    Private Client Financial Advisor - Borough Park, Brooklyn

    Citizens Financial GroupWashington, DC, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor

    Private Client Advisor

    Henley & PartnersWashington, DC, US
    Full-time
    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...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor - Pittsburgh, PA

    Private Client Financial Advisor - Pittsburgh, PA

    Citizens Financial GroupWashington, DC, US
    Full-time
    Focus on the core content of the job post, removing all unnecessary metadata, navigation mentions, and special characters. The goal is to present a clean, beautiful, and high signal to noise ratio c...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Client Advisor

    Senior Client Advisor

    VirtualVocationsRockville, Maryland, United States
    Full-time
    A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients. Key Responsibilities Onboard members through live, video-based one-...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
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce22205 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
    Account Client Relationship Partner

    Account Client Relationship Partner

    DXC TechnologyAshburn, VA, US
    Full-time
    Account Client Relationship Partner.DXC Technology helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring securit...Show moreLast updated: 30+ days ago
    • Promoted
    Service Advisor

    Service Advisor

    Wright Manufacturing IncFrederick, MD, US
    Full-time
    Do you love solving problems and helping people? Are you curious about how things work—especially the newest technology in autonomous equipment? If so, this might be the perfect opportunity f...Show moreLast updated: 1 day ago
    • Promoted
    Client Partner

    Client Partner

    VirtualVocationsWashington, District of Columbia, United States
    Full-time
    A company is looking for a Client Partner in Chicago or Seattle.Key Responsibilities Develop and maintain client relationships to drive business growth Collaborate with internal teams to deliver...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor

    Private Client Advisor

    VirtualVocationsBaltimore, Maryland, United States
    Full-time
    A company is looking for a Private Client Advisor who will manage relationships with private foundations and ensure compliance and operational efficiency. Key Responsibilities : Manage a portfolio ...Show moreLast updated: 1 day ago
    Client Solutions Advisor

    Client Solutions Advisor

    LifePro RecruitmentBaltimore, MD, United States
    Full-time +1
    Quick Apply
    Client Solutions Advisor (Remote – Commission Only).LifePro Recruitment is hiring a.We provide warm, pre-qualified leads—no cold calling—and all the training and support you need to succeed from ho...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Client Advisor

    Associate Client Advisor

    Glassman Wealth ServicesVienna, VA, US
    Full-time
    Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Serv...Show moreLast updated: 30+ days ago
    • Promoted
    Client Associate

    Client Associate

    ROCKEFELLER CAPITAL MANAGEMENTWashington, DC, US
    Full-time
    Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...Show moreLast updated: 30+ days ago