Private Client Advisor

Reposted 9 Days Ago
Be an Early Applicant
Jeddah, SAU
In-Office
Mid level
Real Estate • Financial Services
The Global Leader in Residence and Citizenship Planning
The Role
Act as an ambassador to convert leads into clients by prospecting, advising on residency and citizenship solutions, qualifying leads, performing due diligence, collaborating with Relationship Managers, maintaining CRM records, meeting sales targets, and representing the firm at industry events.
Summary Generated by Built In

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!
 

Overview
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.

Skills Required

  • Undergraduate degree in business, economics, marketing, or related disciplines.
  • +3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
  • Full English business proficiency and exceptional communication skills.
  • Collaborative approach to build positive relationships and influence others.
  • Excellent negotiation and persuasion skills, including tact and diplomacy.
  • Strong research and strategic analysis skills.
  • Proficiency in Microsoft Office and CRM systems.
  • Ability to gather data and provide accurate client analysis for tailored solutions.
  • Knowledge and experience with high-net-worth individuals (HNWIs).
  • Multilingual and territory-specific experience.
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The Company
HQ: Dubai
417 Employees
Year Founded: 1997

What We Do

Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. The firm’s highly qualified professionals work together as one team in over 70 offices worldwide. The concept of residence and citizenship planning was created by Henley & Partners in the 1990s. As globalization has expanded, residence and citizenship have become topics of significant interest among the increasing number of internationally mobile entrepreneurs and investors whom we proudly serve every day. Henley & Partners also runs the world’s leading government advisory practice for wealth migration, which has raised more than USD 15 billion in foreign direct investment. Trusted by governments, the firm has been involved in strategic consulting and in the design, set-up, and operation of the world’s most successful residence and citizenship programs.

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