As a
Private Client Advisor you9ll 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&P9s 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 degree are considered an advantage.
- +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
- Knowledge and experience with HNWIs is highly appreciated.
- Strong international networks for business development.
- Multilingual and territorial-specific experience considered an advantage.
- Exceptional communication skills to engage with industry stakeholders.
- 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.
What we offer: - Base salary up to USD 90-100K per year;
- Performance-based commission structure;
- Comprehensive health, dental, and vision insurance;
- 401K retirement match up to 4%;
- 15 days of PTO;
- Hybrid setting;
- Career advancement opportunities.
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.
