Client Advisor (Xico)

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.

Key responsibilities

• 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 ...