Private Client Advisor (Consultant)

About the role

Henley & Partners is a global citizenship and residency advisory firm. As a Private Client Advisor you act as a brand ambassador and key driver of new business growth in a proactive, relationship-driven sales role. You acquire high-net-worth clients through direct business development, networking and strategic referral partnerships, building and managing your own pipeline.

Key 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 relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers and tax advisors.
• Own the full sales cycle, from prospecting and qualification through consultation, proposal and conversion.
• Hold consultative client meetings, recommend suitable solutions, deliver presentations and follow up consistently.
• Meet or exceed agreed sales, pipeline and revenue targets while keeping accurate CRM records.
• Collaborate with internal Relationship Managers and operational teams globally, nurture long-term relationships and identify referral and cross-selling opportunities.

Required profile

• At least 5 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.
• Proven track record of generating new business and achieving sales targets.
• Experience with high-net-worth clients, private banks, wealth managers, family offices or professional services is advantageous.
• Experience in residence or citizenship planning is beneficial but not essential; full training is provided.

Required skills

• CRM proficiency, strong business software skills, multilingual capabilities and local market knowledge are advantageous.
• Excellent relationship-building, communication, negotiation and presentation skills.
• Ability to learn complex products quickly and stay informed on market developments.