Relationship Manager

Posted 3 Days Ago
Be an Early Applicant
Lisbon, PRT
In-Office
Mid level
Real Estate • Financial Services
The Global Leader in Residence and Citizenship Planning
The Role
Manage and advocate for client relationships through the application process for residence and citizenship programs. Serve as primary client contact, run status calls and account reviews, ensure application requirements are met using internal resources, pursue cross-sell opportunities, maintain client satisfaction, and mentor junior team members.
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!
The Relationship Manager will perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program and to deliver world-class, industry leading customer service to our clients.
 

Responsabilities:

  •  Manage key client relationships through regular contact and visits.
  • Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed.
  • Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
  • Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
  • Identify opportunities to cross-sell H&P's services.
  • Leverage internal resources to assist the client with meeting the requirements of their application.
  • Mentoring junior members of the team if needed.

Qualifications:

  • Minimum 4 years' of experience in account management within investments, insurance, private bank, wealth management or similar.
  •  Previous experience in a client facing role is a must.
  •  Proven track record of successfully building and nurturing multi-level client relationships.
  •  Proficient in Microsoft Word, Excel, PowerPoint and CRM.
  • Undergraduate degree in business, economics, marketing or other related disciplines.
  • Strong time management skills with the ability to handle multiple priorities.
  • Proactive and solution-oriented, with the ability to anticipate client needs.
  • Knowledge and experience in the immigration by investment industry is an advantage.
  • Full proficiency in English 

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

  • Minimum 4 years' experience in account management within investments, insurance, private bank, wealth management or similar
  • Previous experience in a client-facing role
  • Proven track record of building and nurturing multi-level client relationships
  • Proficient in Microsoft Word, Excel, PowerPoint and CRM
  • Undergraduate degree in business, economics, marketing or related discipline
  • Strong time management skills and ability to handle multiple priorities
  • Proactive and solution-oriented with ability to anticipate client needs
  • Knowledge and experience in the immigration by investment industry
  • Full proficiency in English
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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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