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Serve as primary advisor to HNW clients through citizenship/residency applications: manage documentation, client communications, external meetings, stakeholder relationships, cross-sell services, and mentor junior team members to ensure timely, premium service delivery.

Drive new business by prospecting and converting high-net-worth clients for residence and citizenship planning. Build and manage referral partnerships with intermediaries, family offices, private banks and advisors. Own full sales cycle, deliver consultative meetings and proposals, meet sales targets, maintain CRM records, and collaborate with global teams to ensure seamless client service and long-term relationships.

Drive new business by prospecting and converting high-net-worth clients for residence and citizenship planning. Build referral partnerships with intermediaries and private banks, manage full sales cycle, meet revenue targets, maintain CRM records, and coordinate with global teams to deliver a seamless client experience.

Manage and advocate for high-net-worth clients through the application process for residence and citizenship programs. Maintain client relationships, run status reviews, coordinate internal resources, identify cross-sell opportunities, mentor junior staff, and act as Program Manager for Italian investor and private residence programs.

As a Private Client Advisor at Henley & Partners, you will establish relationships with clients, convert leads, and provide expert residency and citizenship advisory services while achieving sales targets.