Client Advisor - USA (New York, Los Angeles, Dallas, San Francisco)
Client Advisor - USA (New York, Los Angeles, Dallas, San Francisco)
An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.
Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.
Key responsibilities
Promote the services and solutions offered by Henley & Partners
Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
Actively grow the existing contact database to identify new value creation opportunities
Develop new business leads with maximized conversion rates
Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey
Meet and exceed the assigned jurisdictional annual sales targets
Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
Keep detailed notes on prospect and client interactions, with full and effective use of the firm's CRM system
Represent the firm at industry events and conferences worldwide
Essential skills
Experience in client-facing investment, insurance, private banking, wealth management, or sales
Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals
Collaborative approach to build enduring relationships and influence in a positive manner
Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times
Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences
Desirable skills
Undergraduate degree in business, economics, marketing, or other related disciplines; a master's or an advanced degree will be considered an advantage
Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
Knowledge and experience in the investment migration industry (residence and citizenship by investment)
Strong international networks that allow for business development
Knowledge of the local language and local experience will be considered advantages