At a Glance
- Tasks: Generate leads and build relationships with high-net-worth clients for citizenship planning services.
- Company: Join Henley & Partners, a leading global citizenship advisory firm.
- Benefits: Competitive salary, comprehensive benefits, and flexible working arrangements.
- Other info: Ongoing training and professional development opportunities available.
- Why this job: Make a global impact while developing your career in a dynamic, multicultural environment.
- Qualifications: 3+ years in business development; fluent in English and Mandarin/Cantonese.
The predicted salary is between 50000 - 60000 £ 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 will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships.
You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities. Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships. Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience.
Responsibilities:
- Generate leads through prospecting, networking, referrals, strategic partnerships, events, and other business development activities.
- Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services.
- Build and maintain strong relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources.
- Own the full sales cycle, from prospecting and qualification through consultation, proposal, and conversion.
- Conduct consultative client meetings, understand client objectives, and recommend suitable solutions.
- Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes.
- Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records.
- Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience.
- Nurture long-term client relationships, identifying referral and cross-selling opportunities.
- Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs.
Candidate Profile
We are looking for an ambitious, commercially driven individual with a strong hunter mentality and a proven ability to build relationships and generate new business. The ideal candidate will demonstrate:
- A proactive, entrepreneurial approach with strong self-motivation and accountability.
- Proven ability to generate opportunities through networking, referrals, and business development.
- Resilience, persistence, and confidence in managing long sales cycles.
- Excellent relationship-building, communication, negotiation, and presentation skills.
- A consultative sales approach with the ability to understand client needs and recommend appropriate solutions.
- Credibility and discretion when working with high-net-worth individuals and senior professional advisors.
- A collaborative mindset and the ability to learn complex products quickly.
Requirements:
- Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
- Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience.
- Demonstrated success in generating new business/leads and achieving sales targets.
- Fluency in English and Cantonese/Mandarin is mandatory. Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous.
- Experience in residence or citizenship planning is beneficial but not essential; full training will be provided.
- CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous.
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.
Private Client Advisor Mandarin Speaker - Henley & Partners in London employer: Henley & Partners
Henley & Partners is an exceptional employer that empowers its employees to make a global impact by assisting clients in navigating investment migration and citizenship planning. With a dynamic, multicultural work environment and a strong emphasis on continuous learning and professional development, employees enjoy flexible working arrangements and the opportunity to engage in high-profile projects that shape the future of global mobility. Join us to be part of a collaborative team that values innovation and personal growth while delivering exceptional client experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisor Mandarin Speaker - Henley & Partners in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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We think you need these skills to ace Private Client Advisor Mandarin Speaker - Henley & Partners in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Henley & Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Henley & Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Henley & Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Henley & Partners.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Henley & Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
