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