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Most recent job postings at henleyglobal
via LinkedIn
posted_at: 8 days agoschedule_type: Full-time
Private Client Advisor — USA ,Los Angeles
An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones...
Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client
Private Client Advisor — USA ,Los Angeles
An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones...
Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.
• Promote the services and solutions offered by Henley & Partners
• Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
• Actively grow the existing contact database to identify new value creation opportunities
• Develop new business leads with maximized conversion rates
• Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
• Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
• Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey
• Meet and exceed the assigned jurisdictional annual sales targets
• Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
• Keep detailed notes on prospect and client interactions, with full and effective use of the firm’s CRM system
• Represent the firm at industry events and conferences worldwide
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals
• Collaborative approach to build enduring relationships and influence in a positive manner
• Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times
• Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
• Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
• Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
• Knowledge and experience in the investment migration industry (residence and citizenship by investment)
• Strong international networks that allow for business development
• Knowledge of the local language and local experience will be considered advantages
Industry
• Financial Services
Employment Type
Full-time Show more details...
An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones...
Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.
• Promote the services and solutions offered by Henley & Partners
• Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
• Actively grow the existing contact database to identify new value creation opportunities
• Develop new business leads with maximized conversion rates
• Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
• Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
• Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey
• Meet and exceed the assigned jurisdictional annual sales targets
• Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
• Keep detailed notes on prospect and client interactions, with full and effective use of the firm’s CRM system
• Represent the firm at industry events and conferences worldwide
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability to create and prepare proposals
• Collaborative approach to build enduring relationships and influence in a positive manner
• Excellent negotiation and persuasion skills, including exercising tact and diplomacy at all times
• Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
• Ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
• Ability to be a positive representative of Henley & Partners and its brand in the marketplace and at industry events and conferences
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
• Knowledge and experience in the investment migration industry (residence and citizenship by investment)
• Strong international networks that allow for business development
• Knowledge of the local language and local experience will be considered advantages
Industry
• Financial Services
Employment Type
Full-time Show more details...
via Talent.com
posted_at: 4 days agoschedule_type: Full-time
Regional Director of Key Intermediaries New York, USA
The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals...
A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key intermediary
Regional Director of Key Intermediaries New York, USA
The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals...
A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key intermediary strategy in the region.
The successful candidate will work closely with the Group Head of Key Intermediaries and the other Regional Directors of Key Intermediaries.
Key responsibilities
• Actively grow the existing key intermediary partnerships in the allocated region
• Promote the services and solutions offered by Henley & Partners
• Negotiate cooperation agreements and establish collaboration with the regional branches of global firms working with high- and ultra-high-net-worth individuals
• Maintain a high level of relevant industry knowledge to engage in meaningful conversations with key intermediary partners
• Keep detailed notes on prospective clients that have been referred by key intermediary partners, with full and effective use of the firm’s CRM system
Essential skills
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills to engage with and present to key intermediary partners
• Excellent negotiation and problem-solving skills
• A collaborative approach to build enduring relationships and influence in a positive manner
• Strong research and strategic analysis skills and a high competency in the Microsoft Dynamics CRM tool
Desired skills
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• 10 years of expertise in client-facing investment, insurance, private banking, wealth management, or sales
• A strong network of banks, family offices, and law firms that allows for business development
Last updated : 2023-06-20 Show more details...
The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals...
A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key intermediary strategy in the region.
The successful candidate will work closely with the Group Head of Key Intermediaries and the other Regional Directors of Key Intermediaries.
Key responsibilities
• Actively grow the existing key intermediary partnerships in the allocated region
• Promote the services and solutions offered by Henley & Partners
• Negotiate cooperation agreements and establish collaboration with the regional branches of global firms working with high- and ultra-high-net-worth individuals
• Maintain a high level of relevant industry knowledge to engage in meaningful conversations with key intermediary partners
• Keep detailed notes on prospective clients that have been referred by key intermediary partners, with full and effective use of the firm’s CRM system
Essential skills
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills to engage with and present to key intermediary partners
• Excellent negotiation and problem-solving skills
• A collaborative approach to build enduring relationships and influence in a positive manner
• Strong research and strategic analysis skills and a high competency in the Microsoft Dynamics CRM tool
Desired skills
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• 10 years of expertise in client-facing investment, insurance, private banking, wealth management, or sales
• A strong network of banks, family offices, and law firms that allows for business development
Last updated : 2023-06-20 Show more details...
via Indeed
schedule_type: Full-time
The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals. A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key... intermediary strategy in the region. The successful candidate
The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals. A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key... intermediary strategy in the region. The successful candidate will work closely with the Group Head of Key Intermediaries and the other Regional Directors of Key Intermediaries.
Key responsibilities
• Actively grow the existing key intermediary partnerships in the allocated region
• Promote the services and solutions offered by Henley & Partners
• Negotiate cooperation agreements and establish collaboration with the regional branches of global firms working with high- and ultra-high-net-worth individuals
• Maintain a high level of relevant industry knowledge to engage in meaningful conversations with key intermediary partners
• Manage the ongoing cooperation with Henley & Partner’s existing regional partners by providing continued support, conducting feedback sessions, and organizing regular presentations on the firm and its offerings
• Keep detailed notes on prospective clients that have been referred by key intermediary partners, with full and effective use of the firm’s CRM system
Essential skills
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills to engage with and present to key intermediary partners
• Excellent negotiation and problem-solving skills
• A collaborative approach to build enduring relationships and influence in a positive manner
• Strong research and strategic analysis skills and a high competency in the Microsoft Dynamics CRM tool
Desired skills
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• 10 years of expertise in client-facing investment, insurance, private banking, wealth management, or sales
• A strong network of banks, family offices, and law firms that allows for business development
Job Type: Full-time Show more details...
Key responsibilities
• Actively grow the existing key intermediary partnerships in the allocated region
• Promote the services and solutions offered by Henley & Partners
• Negotiate cooperation agreements and establish collaboration with the regional branches of global firms working with high- and ultra-high-net-worth individuals
• Maintain a high level of relevant industry knowledge to engage in meaningful conversations with key intermediary partners
• Manage the ongoing cooperation with Henley & Partner’s existing regional partners by providing continued support, conducting feedback sessions, and organizing regular presentations on the firm and its offerings
• Keep detailed notes on prospective clients that have been referred by key intermediary partners, with full and effective use of the firm’s CRM system
Essential skills
• Experience in client-facing investment, insurance, private banking, wealth management, or sales
• Exceptional written and verbal communication skills to engage with and present to key intermediary partners
• Excellent negotiation and problem-solving skills
• A collaborative approach to build enduring relationships and influence in a positive manner
• Strong research and strategic analysis skills and a high competency in the Microsoft Dynamics CRM tool
Desired skills
• Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
• 10 years of expertise in client-facing investment, insurance, private banking, wealth management, or sales
• A strong network of banks, family offices, and law firms that allows for business development
Job Type: Full-time Show more details...
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