Private Client Advisor - Chicago, United States - Henley & Partners - The Firm of Global Citizens®

Henley & Partners - The Firm of Global Citizens®

Verified Company

Chicago, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

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 highprofile projects that shape the future of investment migration. From advising governments on citizenshipbyinvestment programs to assisting highnetworth 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.

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 duediligence checks to assess suitability and mitigate operational risks.
Collaborate with Relationship Managers (RMs) to deliver a worldclass 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.

- +5 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 territorialspecific 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.

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.

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