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Drive new business growth by prospecting, networking, developing referral partnerships, and managing a pipeline of high-net-worth clients. Own the full consultative sales cycle for residence and citizenship planning services, from qualification through conversion. Build relationships with intermediaries, wealth managers, family offices, and professional advisors; meet sales targets; maintain CRM records; and collaborate globally to deliver exceptional client experiences.

Drive new business growth by prospecting, networking, developing referral partnerships, and managing a pipeline of high-net-worth clients. Own the full consultative sales cycle for residence and citizenship planning services, from qualification through conversion. Build relationships with private banks, wealth managers, family offices, and professional advisors, meet sales targets, maintain CRM records, and coordinate with global teams to deliver an exceptional client experience.

Generates and converts high-net-worth client opportunities for residence and citizenship planning services. Builds referral partnerships with professional advisors, private banks, wealth managers, family offices, and other intermediaries. Owns the full consultative sales cycle, conducts client presentations, maintains CRM records, meets revenue targets, and nurtures long-term relationships. Collaborates with global internal teams to deliver exceptional client experiences and identify referral and cross-selling opportunities.

Drive new business growth by prospecting, networking, building referral partnerships, and managing a pipeline of high-net-worth clients. Own the full consultative sales cycle from qualification through conversion, deliver client presentations, meet sales and revenue targets, maintain CRM records, and collaborate globally to provide seamless residence and citizenship planning services.

Supports personal income tax administration for individual clients in Portugal. Responsibilities include maintaining fiscal representation records, updating information on the AT Portal, monitoring tax notifications and deadlines, collecting and reviewing documentation, assisting with Modelo 3 and IRS annex preparation, performing basic tax calculations, responding to tax authority requests, following up with clients, and coordinating with Tax, Legal, and Compliance teams.

Prepare and submit Portuguese personal income tax returns for individual clients, manage fiscal representation through the AT Portal, monitor tax deadlines, respond to tax authority communications, analyze deductions and tax benefits, and support clients with documentation, compliance, payments, refunds, and account setup. Coordinate with legal, compliance, and invoicing teams while maintaining accurate client records and current knowledge of Portuguese tax legislation.

Drive new business by prospecting and building relationships with high-net-worth individuals and intermediaries. Manage full sales cycle for residence and citizenship services, meet sales targets, maintain CRM records, collaborate with global teams, and deliver a seamless, discreet client experience.

As a Private Client Advisor, you will establish relationships, convert leads into clients, provide advisory services, and achieve sales targets.

As a Private Client Advisor, you will engage clients, convert leads into sales, and provide expert advisory services on citizenship planning.

As a Private Client Advisor, you'll build relationships with clients, provide advisory services on residency and citizenship planning, and convert leads into clients while exceeding sales targets.