Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor

$90k - $110k

Henley 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:



  • 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 90-110K per year;
  • Performance-based commission structure;
  • Comprehensive health, dental, and vision insurance;
  • 401K retirement match up to 4%;
  • 20 days of PTO;
  • Career advancement opportunities.

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.

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 5 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in New York, NY vacancy
  •  ...KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice. The ideal candidate will possess... 
    Private client

    KeyCorp

    New York, NY
    5 days ago
  •  ...KeyBank seeks a Private Client Banker to manage the client relationship with a plan-based financial advisory approach in the Dewitt, NY area. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, and help them build... 
    Private client

    KeyCorp

    New York, NY
    5 days ago
  • $90k - $110k

     ...Private Client Advisor 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. Here's what sets us apart: Global Impact: Join a company... 
    Private client
    Local area
    Flexible hours

    Henley & Partners

    New York, NY
    1 day ago
  • $89.5k - $166.9k

     ...Senior Private Client Advisor Hybrid to our NY Metro office 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. The industry's brightest talent drive our efforts... 
    Private client
    Minimum wage
    Work at office
    Local area
    Night shift

    Marsh & McLennan

    New York, NY
    4 days ago
  •  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...Experience, including access to the full array of Private Bank and the bank's capabilities and...  ...clients and prospects as their trusted advisor, providing integrated recommendations... 
    Private client
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • 1 week ago Be among the first 25 applicants Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in the FINPRO practice supporting Private Equity clients. This is a hybrid role that requires office presence 3x per week. What... 
    Private client
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh LLC

    New York, NY
    5 days ago
  • $50k - $65k

     ...service. Be enthusiastic and demonstrate a passion for watches. Provide information about the products and services to our prospective clients. Answer client questions and suggestively sell products via product recommendations. Answer emails daily, promptly, accurately, and... 
    Private client
    Odd job
    Work at office
    Flexible hours
    Shift work

    Avi & Co

    New York, NY
    1 day ago
  •  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...Experience, including access to the full array of Private Bank and Bank of America capabilities and...  ...clients and prospects as their trusted advisor providing integrated recommendations... 
    Private client
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    New York, NY
    a month ago
  •  ...hope, healing, and a brighter tomorrow.  Position Title: Private Client Outreach Specialist Job Summary: As a Private Client...  ...value referral relationships with elder law attorneys, financial advisors, geriatric care managers, boutique rehabilitation centers, hospital... 
    Private client
    Private practice

    True Care

    New York, NY
    22 days ago
  •  ...! The position is open to hybrid, only NJ/ NYC candidates will be considered. RESPONSIBILITIES INCLUDE: Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise and mentor members of the Private Client Service / Estate and... 
    Private client
    Full time

    Yeah! Global

    New York, NY
    5 days ago
  •  ...RSM US LLP in New York, NY, seeks a Tax Senior Manager to lead complex private client engagements for ultra-high net worth families and family offices. You will guide tax planning, compliance, and multi-state considerations while mentoring teams and growing client relationships... 
    Private client

    RSM US LLP

    New York, NY
    1 day ago
  • $170k - $190k

     ...& Estates Attorney A law firm is seeking a Trusts & Estates Attorney for its New York City office to support its expanding private client services practice. This is a strong opportunity for a mid-level attorney seeking a collaborative, entrepreneurial platform with... 
    Private client
    Private practice
    Work at office

    C&M Legal Search

    New York, NY
    5 days ago
  • $65 - $75 per hour

     ...range $65.00/hr - $75.00/hr Overview Our client, a growing Management Consulting firm with...  ...Senior Tax Manager to join their growing Private Client team. Candidates must have a...  ...control Collaborate with partners and wealth advisors on estate and wealth transfer strategies... 
    Private client
    Contract work

    Mission Staffing

    New York, NY
    16 hours ago
  •  ...LLP in New York seeks an associate with 4+ years of experience in tax law, wealth management, and trusts and estates to join our Private Client Services practice. The successful candidate will counsel high-net-worth individuals, draft prenuptial and postnuptial... 
    Private client
    Private practice

    Hughes Hubbard & Reed LLP

    New York, NY
    4 days ago
  • $170k - $190k

     ...Trusts Attorney Offit Kurman is seeking an Estates and Trusts Attorney to join our New York City office to support our expanding private client services practice. This is an excellent opportunity for a mid-level attorney looking for a collaborative, entrepreneurial... 
    Private client
    Private practice
    Work at office

    Offit Kurman

    New York, NY
    5 days ago
  •  ...LHH is collaborating with a prestigious boutique firm to fill an unposted private client services associate position in New York City. The ideal candidate will possess 2+ years of relevant experience and will join a collaborative group that advises high-net-worth individuals... 
    Private client
    Work at office

    LHH

    New York, NY
    5 days ago
  •  ...is seeking a Trusts & Estates Associate to join its growing private client practice. This role offers the opportunity to work closely with...  ...fiduciary duties Collaborating with accountants, financial advisors, and other professionals on complex matters Supporting partners... 
    Private client
    Private practice

    Harrison Davies Partners

    New York, NY
    1 day ago
  •  ...charitable giving; estate planning for retirement assets; and tax-efficient family wealth transfer strategies is preferred. Our Private Client team, one of the largest and most sophisticated in the country, advises on all aspects of estate, gift and charitable planning,... 
    Private client

    KOSMOS

    New York, NY
    1 day ago
  •  ...About The Role Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified... 
    Private client
    Full time
    Local area

    US Tax Jobs

    New York, NY
    4 days ago
  • $200k - $220k

     ...I’m working with a highly regarded New York law firm seeking a junior Trusts & Estates Associate to join its sophisticated private client practice. Compensation: $200,000–$220,000 , depending on experience and qualifications. The firm offers a hybrid schedule of 3 days... 
    Private client
    Private practice
    Work at office
    3 days per week

    Marina Sirras & Associates LLC

    New York, NY
    3 days ago
  •  ...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking a Director or Partner to join its rapidly growing Private Client Services (PCS) practice. The firm is strategically expanding their leadership... 
    Private client
    Private practice
    Flexible hours

    Search Masters

    New York, NY
    2 days ago
  •  ...Our client is a 120-person regional firm with offices in New York, New Jersey, and Connecticut. The firm has served multi-generational...  ...businesses for over 40 years and is aggressively expanding its private client services practice. The incoming Tax Partner will be... 
    Private client
    Private practice
    Work at office

    Kovoro

    New York, NY
    2 days ago
  • $295k - $310k

     ...connecting top talent with leading employers across the country. Our client, a prestigious global law firm, is seeking an experienced...  ...matters, and cases involving international, tax, trust, and private wealth considerations. The attorney will work closely with lawyers... 
    Private client
    Work at office
    Relocation

    Ascension Global Staffing & Executive Search

    New York, NY
    1 day ago
  • $116.25k - $159.64k

     ...This is a great opportunity to be a valued advisor delivering tax and business advisory...  ...services and tax compliance to small business clients. You will work side-by-side with firm...  ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert... 
    Private client
    Work at office
    Local area

    Baker Tilly

    New York, NY
    1 day ago
  •  ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private...  ..., charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to... 
    Private client
    Work at office

    Chase

    New York, NY
    2 days ago
  •  ...Immediate opening for a Private Banker with a regional financial institution focused on...  ...environment and enjoys serving successful clients with complex financial needs. If you...  ...attorneys, CPAs, family offices, and investment advisors. Deliver comprehensive private... 
    Private client
    For contractors
    Work at office
    Immediate start

    MRINetwork

    New York, NY
    5 days ago
  • $310k - $420k

     ...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services practice. Candidates must have experience primarily in tax law, wealth management, and trusts and estates. Counsel high-net... 
    Private client
    Private practice

    Hughes Hubbard & Reed LLP

    New York, NY
    2 days ago
  •  ...Job Description Job Description Tax Manager: UHNW/Private Client Services New York, NY We're looking for an experienced Tax...  ...trust, and related tax returns. Collaborate with clients and advisors to deliver proactive tax solutions. Mentor and develop... 
    Private client
    Work at office
    3 days per week

    Spartan Placements, LLC

    New York, NY
    18 days ago
  •  ...estates and trusts. Research & Planning and tax projections and other duties are part of this exciting role. Further duties:  (Private Client Services Group)  • Manages internal family office for large client (net worth in excess of $500MM); services include... 
    Private client
    Work at office
    Remote work
    Home office

    Tax Staffing Solutions

    New York, NY
    18 days ago
  • $310k - $420k

     ...prominent AmLaw 200 New York law firm is seeking a mid to senior level associate with at least four years of experience to join its private client group. You will work directly with high net worth individuals, families, and family entities on the full spectrum of wealth... 
    Private client
    Private practice
    Work at office
    Work from home
    Monday to Friday

    Sherwood Staffing Partners

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!