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Henley & Partners - The Firm of Global Citizens® Logo Henley & Partners - The Firm of Global Citizens® · Sales

Client Advisor

Mexico, Mexico City · Job Posted December 09, 2025
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Job Description

An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones. Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.

Job Responsibility

  • Promote the services and solutions offered by Henley & Partners
  • Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
  • Actively grow the existing contact database to identify new value creation opportunities
  • Develop new business leads with maximized conversion rates
  • Provide client prospects with expert advice on residence and citizenship by investment solutions
  • Qualify prospects and undertake initial due diligence checks
  • Collaborate with Relationship Managers to provide a world-class client experience
  • Meet and exceed the assigned jurisdictional annual sales targets
  • Maintain a high level of relevant industry and program knowledge
  • Keep detailed notes on prospect and client interactions
  • Represent the firm at industry events and conferences worldwide

Requirements

  • Experience in client-facing investment, insurance, private banking, wealth management, or sales
  • Exceptional written and verbal communication skills in English
  • Collaborative approach to build enduring relationships
  • Excellent negotiation and persuasion skills
  • Strong research and strategic analysis skills and a high competency in the Microsoft Office suite
  • Ability to collect data required to prepare an accurate analysis of the client
  • Ability to be a positive representative of Henley & Partners

Nice to have

  • Undergraduate degree in business, economics, marketing, or other related disciplines
  • Five years of experience in client-facing investment, insurance, private banking, wealth management, or sales
  • Knowledge and experience in the investment migration industry (residence and citizenship by investment)
  • Strong international networks that allow for business development
  • Knowledge of the local language and local experience
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