Banking Advisor
Henley & Partners - The Firm of Global Citizens®
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.
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.
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, youll 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 high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
...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; 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.
Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records.
Proven ability to generate opportunities through networking, referrals, and business development.
Excellent relationship-building, communication, negotiation, and presentation skills.
Credibility and discretion when working with high-net-worth individuals and senior professional advisors.
Bachelors 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.
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
Performance-based commission structure;
~ Comprehensive health, dental, and vision insurance;
~401K retirement match up to 4%;
~We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
We believe that our differences make us stronger and that diversity is essential to our success. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit:
Reference: WJ-4487_22528318