Talent.com
No longer accepting applications
Private Client Advisor

Private Client Advisor

Henley and PartnersNew York, NY, United States
9 days ago
Job type
  • Full-time
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.
  • 3 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 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 :

    Create a job alert for this search

    Client Advisor • New York, NY, United States

    Related jobs
    • Promoted
    J.P. Morgan Wealth Management Private Client Advisor - South New Jersey

    J.P. Morgan Wealth Management Private Client Advisor - South New Jersey

    ChaseEnglishtown, NJ, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Associate - Private Client Services (PCS)

    Tax Senior Associate - Private Client Services (PCS)

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick CurrenciesYonkers, NY
    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 moreLast updated: 28 days ago
    • Promoted
    Sr Private Wealth Advisor

    Sr Private Wealth Advisor

    Valley BankParamus, NJ, United States
    Full-time
    Responsibilities include but are not limited to : .Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.Manage cli...Show moreLast updated: 1 day ago
    • Promoted
    Client Solutions Advisor

    Client Solutions Advisor

    OptimumNeptune, New Jersey, US
    Full-time +1
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...Show moreLast updated: 7 days ago
    Client Advisor

    Client Advisor

    Simon Quick AdvisorsMorristown, NJ, US
    Full-time
    Quick Apply
    Simon Quick Advisors Position : Client Advisor Location : Morristown, NJ ______________________________________________________________ Company Description Simon Quick Advisors is an independent, emp...Show moreLast updated: 30+ days ago
    • Promoted
    Cryptologic Linguist - Up To $22.5k Signing Bonus

    Cryptologic Linguist - Up To $22.5k Signing Bonus

    United States ArmySandy Hook Park, WA, United States
    Full-time
    As a Signals Intelligence Voice Interceptor, you’ll use your skills as a linguist to identify, categorize, translate, and summarize foreign language communications from a specific location.You’ll a...Show moreLast updated: 5 days ago
    Private Client Diamond Advisor ($6080K + COMMISSION, Hybrid)

    Private Client Diamond Advisor ($6080K + COMMISSION, Hybrid)

    Resourceful Talent GroupManhattan, NY, US
    Full-time
    Based in Midtown Manhattan with a private showroom, the company combines the prestige of a De Beers sightholder with the service of a boutique. The role is ideal for someone with a strong network wh...Show moreLast updated: 30+ days ago
    • Promoted
    Client Solutions Advisor

    Client Solutions Advisor

    Optimum CorpTinton Falls, NJ, United States
    Full-time
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and were on the hunt for enthusiastic ...Show moreLast updated: 7 days ago
    • Promoted
    Client Director, GTS

    Client Director, GTS

    GartnerNewark, NJ, United States
    Full-time
    The Client Director is responsible for setting, directing, and executing the strategy for global clients or major regional accounts that are of substantial strategic and revenue generating importan...Show moreLast updated: 30+ days ago
    • Promoted
    Client Advisor TeamEither at our NYC HQ (Hybrid), or anywhere in the Contiguous US (Remote)

    Client Advisor TeamEither at our NYC HQ (Hybrid), or anywhere in the Contiguous US (Remote)

    Bertner AdvisorsNew York, NY, US
    Remote
    Full-time
    Do you love being an equity research analyst or associate on the sell-side or buy-side but find that parts of the Wall Street model just don't resonate with you? Have you ever thought about which p...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Financial Advisor - Borough Park, Brooklyn

    Private Client Financial Advisor - Borough Park, Brooklyn

    CitizensBROOKLYN, NY, US
    Full-time
    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to unders...Show moreLast updated: 30+ days ago
    • Promoted
    Private Client Advisor

    Private Client Advisor

    Henley & Partners - The Firm of Global Citizens®New York, NY, 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
    Client Advisor, Short Hills

    Client Advisor, Short Hills

    ZimmermannShort Hills, New Jersey, United States
    Full-time
    This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their ...Show moreLast updated: 30+ days ago
    • Promoted
    Registered Private Client Associate - Midtown, NY

    Registered Private Client Associate - Midtown, NY

    Janney Montgomery ScottNew York, NY, United States
    Full-time
    Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse ...Show moreLast updated: 6 days ago
    • Promoted
    Private Client Advisor II

    Private Client Advisor II

    Bank of AmericaNew York, NY, 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 moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Franklin Square, NY

    J.P. Morgan Wealth Management - Private Client Advisor - Franklin Square, NY

    ChaseFranklin Square, NY, 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
    Client Wealth Advisor

    Client Wealth Advisor

    New York Life Insurance CompanyJericho, NY, US
    Full-time
    What does a career need to offer you?.Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional.At New York Life...Show moreLast updated: 30+ days ago