High Net Worth Client Advisor | Phnom Penh | Henley & Partners

Posted 10 months ago

Key Responsibilities:

  • Meet and exceed the jurisdictional annual revenue targets
  • Develop new business leads with maximized conversion rates
  • Collaborate with Client Relationship Managers to provide a world-class client experience during the entire sales journey
  • Undertaking initial KYC checks to assess client suitability and mitigate exposure to operational risks
  • Assisting clients with making the right considerations by presenting the most suitable solutions
  • Researching, preparing and executing high-impact meetings with potential introducers, partners and clients
  • Representing the firm at industry events and conferences

Essential Skills:

  • Minimum of 5 years’ experience within the Business Immigration industry, Customer-Facing Investment, Insurance, Private Bank or Wealth Management
  • Superior written and verbal communication skills; ability to create and present proposals
  • Ability to represent company and network at relevant conferences and events
  • Strong research and analytical abilities to understand the industry
  • Ability to build rapport and foster collaborative partnerships

Job Features

Job CategoryClient Advisor

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