Private Client Advisor
Henley & Partners - The Firm of Global Citizens®
Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options. Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network. Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth. Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills. Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. Work-Life Balance: Enjoy flexible working arrangements and benefits that support your well-being. ...but that's enough about us, let's talk about you! 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; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience. 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 strong relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources. Own the full sales cycle, from prospecting and qualification through consultation, proposal, and conversion. Conduct consultative client meetings, understand client objectives, and recommend suitable solutions. Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes. Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records. Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience. Nurture long-term client relationships, identifying referral and cross-selling opportunities. Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs. Candidate Profile We are looking for an ambitious, commercially driven individual with a strong hunter mentality and a proven ability to build relationships and generate new business. The ideal candidate will demonstrate: A proactive, entrepreneurial approach with strong self-motivation and accountability. Proven ability to generate opportunities through networking, referrals, and business development. Resilience, persistence, and confidence in managing long sales cycles. Excellent relationship-building, communication, negotiation, and presentation skills. A consultative sales approach with the ability to understand client needs and recommend appropriate solutions. Credibility and discretion when working with high-net-worth individuals and senior professional advisors. A collaborative mindset and the ability to learn complex products quickly. Requirements: Minimum 3 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. 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. Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. 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: #J-18808-Ljbffr Henley & Partners - The Firm of Global Citizens®
$52.6k - $98k
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...advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and... ......but that's enough about us, let's talk about you! As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and...Private clientLocal areaWorldwideFlexible hours$52.6k - $98k
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...dynamic team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities ~ Advise clients on multi-generational wealth planning and... ...a key liason between the clients and their advisors and the senior supervising partner. ~...Private client- Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...Private clientWork at office
- ...multi-generational affluent families, family offices, and their private businesses and/or investment entities Perform complex... ...development programs Network and build strong internal and external client relationships Support the growth and development of team members...Private client
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...charitable, philanthropic, healthcare, and tax-exempt organization clients. Responsibilities: Advise nonprofit and tax-exempt... ...with obtaining and maintaining tax-exempt status Advise on private foundation rules, UBIT, excess benefit transactions, and Form 9...Private clientPrivate practiceWork at office- ...Saks Fifth Avenue is a leading luxury retailer seeking a Selling Advisor to deliver exceptional client service and build lasting relationships. You will drive sales, expand a private client base, and stay informed about our brands to provide expert product guidance....Private clientFlexible hours
$150k - $190k
Overview Partner / Partner Group - Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law firm with a boutique feel , is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United...Private clientPart timePrivate practiceWork at officeWorldwide3 days per week- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$67.88k - $128.69k
...Tax Senior Associate in Private Wealth/Private Client Services Moss Adams and Baker Tilly are now in their second year merged into the #6 public... ...! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services...Private clientLocal area- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
- ...established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice.... ...distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated...Private clientFull timeApprenticeshipWork at officeLocal areaImmediate startRemote work
$150k - $250k
...comprehensive financial advice and services to its clients including brokerage, investment advisory... ...and trust services. Morgan Stanley Private Bank, NA is seeking a high potential... ...with Private Bankers and Financial Advisors/Private Wealth Advisors in order to...Private clientFull timeTemporary work- ...endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that... ...Strategic Partnership & Client Advocacy • Act as a trusted advisor and advocate for clients, providing guidance on firm capabilities...Private clientWork at officeLocal areaWorldwide
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
$86k - $92k
Position Overview Bernstein Private Wealth Management is a premier investment management... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth...Private clientFlexible hours$83.41k - $168.59k
...construction advisory services with increasing roles and responsibilities in a variety of large capital project types for both public and private clients Master's degree from an accredited college or university in Engineering, Architecture, Building Science, Construction...Private clientFull timeContract workH1bLocal area$200k - $250k
...in AUM through steady referrals from our clients and business partners. Our goal is to get... ...them. We are seeking an Estate Planning Advisor to lead and support sophisticated estate... ...administration, or related areas (e.g., private client services, tax, or wealth management...Private client$130k - $185k
...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment... ...work with client's attorneys, CPAs, and outside advisors Interface and develop strong working...Private clientFlexible hours- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private client
- JPMorgan Chase & Co. in Mill Valley, CA seeks a Private Client Banker to manage affluent clients' banking relationships with an advisory approach. You will coordinate with specialists to connect clients with tailored solutions and promote self-service access to accounts...Private clientFlexible hours
$195.42k - $370.53k
...KPMG is currently seeking a Director, Private Equity IT M&A –Due Diligence and Value Creation... ...due diligenceprojects for Private Equity clients, assessing platform and add-... ...company executives, acting as a trusted advisor ontechnology strategy from diligence through...Private clientFull timeH1bLocal area
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