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- Tasks: As a Private Client Advisor, you'll build relationships and convert leads into clients.
- Company: Henley & Partners is a global leader in citizenship and residency advisory services.
- Benefits: Enjoy flexible working arrangements, ongoing training, and a dynamic multicultural environment.
- Why this job: Make a global impact while engaging in high-profile projects and continuous learning.
- Qualifications: Undergraduate degree required; 5+ years in customer-facing sales preferred.
- Other info: Join a team that values innovation and personal development.
The predicted salary is between 43200 - 72000 £ per year.
Joining Henley & Partners as the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.
Why Choose Henley & Partners?
- Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.
- Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.
- Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
- Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.
- Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility.
- Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being.
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.
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Private Client Advisor employer: Henley & Partners - The Firm of Global Citizens®
Contact Detail:
Henley & Partners - The Firm of Global Citizens® Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor
✨Tip Number 1
Network actively within the investment migration and citizenship planning sectors. Attend industry events, webinars, and conferences to meet potential clients and intermediary partners. Building relationships in these spaces can lead to valuable connections that may help you land the Private Client Advisor role.
✨Tip Number 2
Stay updated on the latest trends and regulations in investment migration and citizenship planning. This knowledge will not only enhance your conversations with prospects but also demonstrate your commitment to the field, making you a more attractive candidate for the role.
✨Tip Number 3
Develop your communication and negotiation skills through practice and training. Role-playing scenarios with peers or mentors can help you refine your approach to client interactions, which is crucial for converting leads into clients as a Private Client Advisor.
✨Tip Number 4
Familiarise yourself with CRM systems and data analysis tools. Being proficient in these technologies will allow you to manage client interactions effectively and provide tailored solutions, showcasing your ability to deliver a world-class client experience.
We think you need these skills to ace Private Client Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Private Client Advisor position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your customer-facing sales experience, particularly in investment, insurance, or wealth management. Use quantifiable achievements to demonstrate your success in converting leads and meeting sales targets.
Write a Strong Cover Letter: In your cover letter, express your passion for helping clients navigate citizenship and residency options. Highlight your exceptional communication skills and your ability to build relationships, as these are key to the role.
Showcase Your Research Skills: Demonstrate your research capabilities by including specific examples of how you've successfully identified and qualified prospects in previous roles. This will show your potential employer that you can effectively engage with high-net-worth individuals.
How to prepare for a job interview at Henley & Partners - The Firm of Global Citizens®
✨Research Henley & Partners
Before your interview, take the time to thoroughly research Henley & Partners. Understand their services, values, and recent projects. This knowledge will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Showcase Your Sales Experience
As a Private Client Advisor, your ability to convert leads into clients is crucial. Be prepared to discuss specific examples from your past sales experience, highlighting your successes and the strategies you used to achieve them. Use metrics where possible to quantify your achievements.
✨Demonstrate Communication Skills
Exceptional communication skills are key for this role. During the interview, focus on how you articulate your thoughts clearly and engage with others. You might even want to practice answering common interview questions out loud to ensure you convey your ideas confidently.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about Henley & Partners' culture, growth opportunities, and expectations for the Private Client Advisor role. This shows that you are proactive and genuinely interested in how you can contribute to their success.
