Client Advisor — Canada. H&P
An ambassador for Henley & Partners, the Client Advisor role contributes to the H&P group by establishing new and strengthening existing intermediary and direct client relationships.
Fully proficient in the entire portfolio of residency & citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, the Client Advisor is responsible for increasing the number of new applications being submitted by H&P Group by understanding the requirements of all key stakeholders and identifying the most appropriate solution.
Key Responsibilities
- Raise awareness about the services and solutions offered by H&P
- Research, prepare and execute high-impact meetings with potential introducer’s, intermediary partners and client prospects/leads
- Provide client prospects with advice on residency & citizenship planning to ensure their objectives are met
- Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
- Collaborate with RMs to provide a world-class, industry leading client experience throughout the entire sales journey
- High success rate of conversion of sales leads into clients of H&P
- Meet and exceed the assigned jurisdictional annual sales targets
- Actively grow existing contact database to identify new value creation opportunities
- Maintain a high level of relevant industry and program knowledge in order to have meaningful conversations with prospects
- Keep detailed notes on prospect and customer interactions with full and effective use of the CRM system
Essential Skills
- Exceptional communication skills in order to communicate, present and speak to all industry stakeholders
- Collaborative approach to be able to build relationships and influence in a positive manner
- Excellent negotiation & persuasion skills including tact and diplomacy at all times
- Strong research and strategic analysis skills and a high competency working with Microsoft Office ideally with experience in CRM
- Ability to collect data required to prepare an accurate analysis of the client and be able to offer the most fitting solutions
- Ability to create and prepare proposals
- Be a positive representative of H&P and its brand in the market place, industry events and conferences
Desirable Skills
- Undergraduate degree in business, economics, marketing or other related disciplines
- Masters or an advanced degree will be considered as an advantage
- Proficient in Spanish and English
- 5 years’ + of customer-facing investment, insurance, private bank or wealth management sales experience
- Knowledge and experience in the immigration by investment industry
- Strong international networks that allow for business development
- Multi-lingual and territorial specific experience will be considered an advantage
Job Features
Job Category | Client Advisor |