Private Client Advisor
$90k - $100kHenley and Partners
Joining Henley & Partners
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. Why choose Henley & Partners? Here's what sets us apart:
...but that's enough about us, let 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:
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:
Requirements:
What we offer:
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic 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:
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. Why choose Henley & Partners? Here's what sets us apart:
- Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
- 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.
- Dynamic and Diverse Culture: Immerse yourself in a truly global environment. 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, you'll 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.
- Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
...but that's enough about us, let 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
What we offer:
- Base salary up to USD 90-100K per year;
- Performance-based commission structure;
- Comprehensive health, dental, and vision insurance;
- 401K retirement match up to 4%;
- 15 days of PTO;
- Hybrid setting;
- Career advancement opportunities.
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic 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:
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in West Palm Beach, FL vacancy
$90k - $100k
...and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and... ......but that's enough about us, let talk about you! As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening...Private clientWork at officeFlexible hours- ...Private Client Advisor II Miami, Florida;Palm Beach, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...Private clientWork at officeShift workDay shift
$52.6k - $98k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 1,000 of the industry's brightest talent drive our efforts to deliver...Private clientMinimum wageLocal areaNight shift$160k - $199k
...services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet their financial goals. We provide a diverse range of family office...Private clientWork at office- ...accredited law school required Florida bar admission required or ability to become admitted Why This Opportunity Sophisticated private client and wealth planning practice Exposure to high-net-worth and ultra-high-net-worth clients Direct client interaction and meaningful...Private client
$160k - $199k
...the entities they own. Our mission is to provide exceptional client services. Our professionals help our clients define and meet... ...401k Matching! Job Details This position is part of our Private Client Services group and is focused on UHNW clients! 7+ years...Private clientWork at officeLocal area- ...infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Overview... ...Business Development team to identify, develop and cultivate new private clients and endowment and foundation clients. The associate...Private clientFull time
- ...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
- ...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
- ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking... ...accounting skills who thrives in a growing environment and providing clients with exceptional services. What it Means to Work...Private clientLocal area
- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...What Work You Will be Responsible For: Serve as a trusted advisor to high-net-worth individuals, family offices, and closely...Private clientPrivate practiceLocal area
$60k - $200k
...World’s expansive platform, you’ll help clients protect their assets, lifestyles, and legacies... ...comprehensive personal insurance and private client solutions by utilizing World’s broad... ...personal needs. Serve as a trusted advisor by understanding clients’ lifestyles, assets...Private clientPrivate practiceImmediate start- 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating in 2026. If you enjoy building relationships and helping develop innovative solutions while...Private clientFull timeWork experience placementImmediate startVisa sponsorship
$100k
...salary per year, commensurate with experience Benefits: Full benefits package Local candidates only! A private Palm Beach family, our repeat client whom we think highly of, is seeking a Houseman to join the estate team. This is a full-time, exterior-focused...Private clientFull timeLocal area- ...Citi Private Bank - Uhnw Private Banker - Director / Md Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and... ...Serve as the client's advocate and trusted advisor (primary contact) for strategic advice...Private client
$60k - $70k
...Overview SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You...$105.56k - $247.9k
...delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork,... ...National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally...Private clientWork experience placementLocal areaRemote work- ...defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be... ...are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm , which means we are...Private clientWork at office
- ...Associate Attorney – Probate, Trust & Estate Litigation South Florida | Hybrid Working Available Our client, a well-established and growing private client law firm in South Florida, is seeking an Associate Attorney to join its expanding Probate, Trust & Estate Litigation...Private clientPrivate practice
- ...The Role As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa
- ...the ordinary, working with extraordinary clients spanning every industry, regardless of... ...flourish as leaders, colleagues and trusted advisors. We equip you with world-class education... ...your success! The Role Managers in our Private Client Services (PCS) practice oversee...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...accredited law school required • Florida bar admission required or ability to become admitted Why This Opportunity Sophisticated private client and wealth planning practice Exposure to high-net-worth and ultra-high-net-worth clients Direct client interaction and...Private client
$125k - $190k
...Description Alvarez & Marsal Private Equity Performance Improvement Manager: Operations & Manufacturing (OPEN TO... ...over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture...Private clientFull timePart timeFlexible hours- ...local government, and multifamily. Additional responsibilities will include pursuing and overseeing work within the private sector with existing clients and new clients. The Project Executive will be part of the Senior Leadership Team and participate in the monthly management...Private clientWork at officeLocal areaFlexible hours
$29 - $36 per hour
...humble. Work would include providing AutoCAD Civil 3D support for solid waste and environmental projects conducted for private and municipal clients. We are seeking a professional skilled in drafting for horizontal and vertical construction, adept at generating plan and...Private clientWork at officeLocal area- ...Provide service coverage for a FA/PWA/team Support the FA/PWA/team in cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or FA/PWA/team Answer general non-investment related questions concerning...Private clientWork at officeLocal area
$100k - $130k
...Water Resources. Baxter & Woodman works with municipal and private development clients on projects of all size, putting the client and the... ...alongside an Employee Assistance Program and dedicated benefit advisors for personalized support. Financial well-being is enhanced...Private clientLocal areaWork from homeFlexible hours- ...Clearwater , and Tampa Bay. Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Our...Private clientFull timeFor subcontractorWork at officeRemote workNight shift
- ...professional in West Palm Beach, Florida. This role requires strong leadership, investment management experience, and the ability to build client relationships. The successful candidate will act as the Chief Investment Officer of the PWM team, providing customized strategies...
- ...Goldman Sachs Private Wealth Management (PWM) seeks a highly experienced Investment Professional to support PWAs in serving ultra-high net worth clients. You will help with portfolio construction, asset allocation and client communications. This role requires at least...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!
Related searches
- card services representative West Palm Beach, FL
- immediate hire customer service representative West Palm Beach, FL
- licensed insurance customer service representative West Palm Beach, FL
- inside customer service representative West Palm Beach, FL
- client service representative West Palm Beach, FL
- export customer service representative West Palm Beach, FL
- customer solutions specialist West Palm Beach, FL
- client service officer West Palm Beach, FL
- client solutions specialist West Palm Beach, FL
- service agent West Palm Beach, FL

