Vaga de parceiro

Private Client Advisor - Curitiba / PR

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Detalhes da Vaga

  • Escolaridade Não Informado
  • Segmento Não Informado
  • Salário Não Informado
  • Área de AtuaçãoDiversos / Outros

O 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 Adicionais

  • Quantidade de Vagas 1
  • Jornada Não Informado
 

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