Private Client Advisor

About the Role

Henley & Partners is a global advisory firm focused on citizenship and residency planning, with more than 20 years of experience supporting clients through the investment migration landscape. In this role, you will represent the company as a trusted advisor, build strong connections with intermediary and direct clients, and help turn qualified interest into active client engagements.

Why Join Us

• Contribute to meaningful outcomes by helping individuals and families access new citizenship and residency opportunities.
• Work with a recognized industry leader known for innovative advisory solutions and a wide international reach.
• Be part of a diverse, inclusive workplace with more than 40 offices around the world.
• Benefit from training, development programs, and access to industry conferences that support professional growth.
• Take on high-visibility assignments that influence the future of investment migration and global mobility.
• Enjoy flexible work practices and benefits designed to support well-being and balance.

What You Will Do

• Promote the firm’s services by actively engaging potential clients and intermediary partners.
• Research prospects and prepare thoroughly for meetings with introducers, partners, and leads.
• Advise clients on residency and citizenship planning in line with their goals.
• Screen prospects and carry out initial due diligence to evaluate fit and reduce operational risk.
• Work closely with Relationship Managers to create a smooth and high-quality client journey.
• Convert a strong share of sales leads into active Henley & Partners clients.
• Deliver on annual sales goals for the jurisdictions assigned to you.
• Grow the contact database to uncover new business opportunities.
• Keep your knowledge of programs and industry developments current for informed client discussions.
• Document prospect and client interactions accurately in the CRM system.
• Represent the brand positively at conferences and other industry events.

Requirements

• A bachelor’s degree in business, economics, marketing, or a related field.
• At least 3 years of client-facing sales experience in areas such as investment, insurance, private banking, wealth management, real estate, or recruitment.
• Prior exposure to high-net-worth individuals is a strong advantage.
• Multilingual ability and experience with a specific territory are beneficial.
• Strong English business communication skills are mandatory.
• A collaborative style with the ability to build trust and influence others.
• Good negotiation, persuasion, tact, and diplomacy skills.
• Strong research and analytical ability, plus confidence using Microsoft Office and CRM tools.
• Ability to collect information and produce accurate client assessments for tailored recommendations.

Additional Information

Henley & Partners values innovation, teamwork, and employee development. The company offers competitive compensation, comprehensive benefits, and a dynamic working environment. Candidates applying for this position confirm that they have reviewed and accepted the company’s privacy policy and related data protection terms.