Hiring.Camp

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®

·

Today

Salary
$90k – $110k/yr
Location
San Francisco, CA
Type
Full-time
Experience
3+ years
Education
Bachelor
Closing date
Today
Source
ApplyToJob

Description

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.

If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

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: https://www.henleyglobal.com/privacy-policy

Skills

Negotiation

Similar Jobs

30

Private Client Advisor

Trucordia · Philadelphia, PA, United States · Hybrid

Today

Private Client Advisor

Columbiabank · San Diego Downtown, United States of America +6

2 days ago

Private Client Advisor

Keybank · 4627 S Miami Rd (BR), South Bend, IN, United States of America

1 week ago

Private Client Advisor

Mmc · Miami - NW 41st St, United States of America · Hybrid

1 week ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Boston, MA

2 weeks ago

Private Client Advisor

Keybank · 149 Bank St, Burlington, VT, United States of America

2 weeks ago

Private Client Advisor

Keybank · 4627 S Miami Rd (BR), South Bend, IN, United States of America

2 weeks ago

Private Client Advisor

FirstRand provides · Shop G15 - G16 Willowbridge Shopping Centre, Corner of Carl Cronje Drive and Old Oak Rd, Bellville Park, Bellville, 7530, South Africa

3 weeks ago

Private Client Advisor

Mmc · Sacramento - River, United States of America +5 · Remote

4 weeks ago

Private Client Advisor

Keybank · 380 Route 3 (BR), Plattsburgh, NY, United States of America

4 weeks ago

Private Client Advisor

FirstRand provides · FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, 4319, South Africa

1 month ago

Private Client Advisor

Mmc · San Francisco - Embarcadero, United States of America · Hybrid

1 month ago

Private Client Advisor

Tiffany · Bangkok, Thailand

1 month ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · West Palm Beach, Florida, FL

1 month ago

Private Client Advisor

Keybank · 2105 Queen Anne Ave N (BR), Seattle, WA, United States of America

1 month ago

Private Client Advisor

Keybank · 90 SE Pioneer Way (BR), Oak Harbor, WA, United States of America

1 month ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Jeddah, Saudi Arabia

1 month ago

Private Client Advisor

Keybank · 221 N Main St (BR), Goshen, IN, United States of America

1 month ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Kuwait, Kuwait

1 month ago

Private Client Advisor

Mmc · Norwalk - 601 Merritt, United States of America · Hybrid

1 month ago

Private Client Advisor

Trucordia · Ocean City, MD, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Bethany Beach, DE, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Annapolis, MD, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Washington, DC, United States · Hybrid

1 month ago

Private Client Advisor

Keybank · 1211 SW Fifth Avenue, Portland, OR, United States of America

1 month ago

Private Client Advisor

Keybank · 4495 Everhard Rd NW (BR), Canton, OH, United States of America

1 month ago

Private Client Advisor

Keybank · 127 Public Square, Cleveland, OH, United States of America

1 month ago

Private Client Advisor

Keybank · 11 Stanwix Street (BR), Pittsburgh, PA, United States of America

1 month ago

Private Client Advisor

Keybank · 245 Main Street (BR), East Haven, CT, United States of America

1 month ago

Private Client Advisor

Keybank · 2532 Columbus Ave (BR), Sandusky, OH, United States of America

1 month ago
Private Client Advisor at Henley & Partners - The Firm of Global Citizens® • $90k – $110k/yr | Hiring.Camp