Emploi Brésil
Titre du poste : Private Client Advisor
Entreprise :
Description du poste : Detalhes da VagaEscolaridade Não InformadoSegmento Não InformadoSalário Não InformadoÁrea de AtuaçãoDiversos / OutrosO que você irá fazer
- 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.
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- but that »s enough about us, let »s talk about you! As a Private Client Advisor , youll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients.
- Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.
- Responsibilities: Raise awareness about H&P »s services and solutions by proactively reaching out to potential clients and intermediary partners.
- Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
- Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
- Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
- Collaborate with Relationship Managers (RMs) 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 for assigned jurisdictions.
- Actively expand the existing contact database to identify new opportunities for value creation.
- Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
- Keep detailed and effective notes on prospect and customer interactions using our CRM system.
- Act as a positive representative of H&P and our brand at industry events and conferences Qualifications: Undergraduate degree in business, economics, marketing, or related disciplines.
- Masters or advanced degrees are considered an advantage.
- +5 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
- Knowledge and experience with HNWIs is highly appreciated.
- Strong international networks for business development.
- Multilingual and territorial-specific experience is considered an advantage.
- Exceptional communication skills to engage with industry stakeholders – full English business proficiency is required.
- Collaborative approach to build positive relationships and influence others.
- Excellent negotiation and persuasion skills, including tact and diplomacy.
- Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
- Ability to gather data and provide accurate client analysis for tailored solutions.
- 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.
- We value your privacy and are committed to protecting your personal information.
- By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies.
- For more details about our Privacy Policy please visit:
Informações AdicionaisQuantidade de Vagas 1Jornada Não Informado
Salaire attendu :
Localisation : Rio de Janeiro – RJ
Date du poste : Sun, 27 Apr 2025 22:22:40 GMT
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