Private Client Advisor (Consultant) (Guadalajara)

Overview

Private Client Advisor (Consultant) at Henley & Partners. The role focuses on building relationships with intermediaries and direct clients, converting leads into client cases, and delivering exceptional customer service.

Responsibilities

• Raise awareness of H&P's services by proactively reaching out to potential clients and intermediary partners.
• Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects.
• Provide expert advice on residency and citizenship planning to help clients achieve their objectives.
• Qualify prospects and perform initial due diligence to assess suitability and mitigate operational risks.
• Collaborate with Relationship Managers to deliver a world‑class client experience throughout the sales journey.
• Achieve a high success rate in converting sales leads into H&P clients.
• Meet and exceed annual sales targets fo...