Client Advisor Jobs

Henley & Partners - The Firm of Global CitizensÂ®

Location:
Brazil, Sao Paolo

Category:
Sales

Contract Type:
Not provided

Salary:

Not provided

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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
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
A master’s or an advanced degree
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

Additional Information:

Job Posted:
December 09, 2025

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Client Advisor