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Private Client Advisor – High Net Worth Sales

Henley & Partners - The Firm of Global Citizens® · Accra

🇬🇧 English
CRM

Job description

About the role

Henley & Partners is seeking a Private Client Advisor to act as a brand ambassador and drive new business growth. You will focus on acquiring high‑net‑worth clients through proactive business development, networking and strategic referral partnerships.

Key responsibilities

  • Generate leads via prospecting, networking, referrals, events and strategic partnerships.
  • Develop and convert a pipeline of high‑net‑worth clients for residence and citizenship planning services.
  • Build and maintain relationships with intermediaries such as family offices, private banks, wealth managers, lawyers and tax advisors.
  • Own the full sales cycle from prospecting to proposal and conversion.
  • Conduct consultative meetings, understand client objectives and recommend suitable solutions.
  • Deliver compelling presentations and ensure consistent follow‑up throughout complex sales processes.
  • Meet or exceed sales, pipeline and revenue targets while keeping accurate CRM records.
  • Collaborate with internal Relationship Managers and operational teams worldwide to ensure a seamless client experience.

Required profile

  • Commercial mindset with entrepreneurial drive and resilience.
  • Strong relationship‑building and networking abilities.
  • Ability to create opportunities, win new business and deliver exceptional client experiences.
  • Comfortable managing a self‑directed pipeline and meeting performance targets.

Required skills

  • CRM proficiency for tracking leads and client interactions.

What we offer

  • Dynamic, multicultural environment with over 40 offices worldwide.
  • Continuous professional development, training programs and industry conferences.
  • Flexible working arrangements supporting work‑life balance.
  • Opportunity to work on high‑profile projects shaping global mobility.

Questions fréquentes

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Published 1 week ago

Expires 1 month from now

28 views · 0 interested

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Henley & Partners - The Firm of Global Citizens®

Accra