Private Client Advisor
$100,000–$120,000 year
On-site · Los Angeles, California, United States
Job Summary
As a Client Advisor at Henley & Partners, you’ll serve as an ambassador by establishing and strengthening relationships with intermediary and direct clients. Your primary focus is converting leads into client cases by delivering premier onboarding experiences and world-class advisory services for residency and citizenship planning. You will qualify prospects, perform initial due-diligence checks, collaborate with Relationship Managers to deliver a seamless client journey, maintain an expanding contact database, and represent the firm at industry events. Key skills include exceptional communication, negotiation and persuasion, strong research and analysis, CRM proficiency, multilingual capabilities, and building international networks to drive new business in the investment migration space.
Required 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 estate, 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
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