Private Client Specialist
Top Benefits
About the role
Joining Henley & Partners
As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.
Why choose Henley & Partners? Here's what sets us apart:
- Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
- Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
- Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
- Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
- Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
- Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
...but that's enough about us, let talk about you!
The Private Client Specialist is responsible for answering enquiries from potential clients professionally about all investor programs and services that the firm offers. They are supporting the firm's client advisors by scheduling calls and meetings with potential clients and assisting with administrative tasks. The Private Client Specialist stays in regular contact with all potential clients with the aim of signing client agreements.
Key responsibilities
- The role requires expertise across the entire residence and citizenship program portfolio offered by Henley & Partners, as well as, the ability to be able to support other ancillary requirements when needed.
- Provide client prospects with information on residency and citizenship planning to ensure their questions are addressed.
- Collect documents from prospects required for due diligence checks and on-boarding.
- Serve as the primary client contact and advocate for day-to-day activities necessary for the on-boarding of the client.
- Prepare client service agreements.
- Deliver world-class, industry leading customer service to new and existing clients.
- Keep detailed notes on prospect and client interactions with full and effective use of the CRM system.
Essential skills
- 3 years' + experience of account management within investments, insurance, private banks or wealth management.
- Proficient in the English language. Additional languages will be considered an asset.
- Bachelor's degree in business, marketing, economics or related discipline.
- Exceptional organizational skills.
- Superior written and verbal communication skills.
- Excellent negotiation and persuasion skills ensuring diplomacy at all times.
- Ability to work independently and within a team environment, with focus and excellent attention to detail.
- Proficient in Microsoft Word, Excel, PowerPoint and CRM.
- Knowledge and experience in the immigration by investment industry will be considered an advantage.
What we offer
- Job Type: Full-time, Monday to Friday
- Base salary: CAD 50,000.00-CAD 55,000.00 per year
- Dental care
- Paid time off
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.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
About Henley and Partners
Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 20 offices worldwide.
The concept of residence and citizenship planning was created by Henley & Partners in the 1990s. As globalization has expanded, residence and citizenship have become topics of significant interest among the increasing number of internationally mobile entrepreneurs and investors whom we proudly serve every day.
The firm also runs a leading government advisory practice which has raised more than USD 5 billion in foreign direct investment. We have been involved in strategic consulting and the design, set-up and operation of the world’s most successful residence and citizenship programs.
Henley & Partners attracts experienced professionals and recent graduates with a strong interest in international private client services or government advisory services in the field of investor immigration and citizenship. Creativity, conceptual thinking and practical knowhow are much more important to us than specific knowledge or training.
Professionals come to Henley & Partners for outstanding career opportunities and a progressive, creative atmosphere that sets the firm apart from the industry. For the recent graduate interested in exploring a career in private client advisory or government advisory, Henley & Partners offers the excitement of an innovative firm, along with a distinct entrepreneurial spirit and outstanding opportunities for advancement.
Private Client Specialist
Top Benefits
About the role
Joining Henley & Partners
As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.
Why choose Henley & Partners? Here's what sets us apart:
- Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
- Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
- Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
- Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
- Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
- Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.
...but that's enough about us, let talk about you!
The Private Client Specialist is responsible for answering enquiries from potential clients professionally about all investor programs and services that the firm offers. They are supporting the firm's client advisors by scheduling calls and meetings with potential clients and assisting with administrative tasks. The Private Client Specialist stays in regular contact with all potential clients with the aim of signing client agreements.
Key responsibilities
- The role requires expertise across the entire residence and citizenship program portfolio offered by Henley & Partners, as well as, the ability to be able to support other ancillary requirements when needed.
- Provide client prospects with information on residency and citizenship planning to ensure their questions are addressed.
- Collect documents from prospects required for due diligence checks and on-boarding.
- Serve as the primary client contact and advocate for day-to-day activities necessary for the on-boarding of the client.
- Prepare client service agreements.
- Deliver world-class, industry leading customer service to new and existing clients.
- Keep detailed notes on prospect and client interactions with full and effective use of the CRM system.
Essential skills
- 3 years' + experience of account management within investments, insurance, private banks or wealth management.
- Proficient in the English language. Additional languages will be considered an asset.
- Bachelor's degree in business, marketing, economics or related discipline.
- Exceptional organizational skills.
- Superior written and verbal communication skills.
- Excellent negotiation and persuasion skills ensuring diplomacy at all times.
- Ability to work independently and within a team environment, with focus and excellent attention to detail.
- Proficient in Microsoft Word, Excel, PowerPoint and CRM.
- Knowledge and experience in the immigration by investment industry will be considered an advantage.
What we offer
- Job Type: Full-time, Monday to Friday
- Base salary: CAD 50,000.00-CAD 55,000.00 per year
- Dental care
- Paid time off
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.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy
About Henley and Partners
Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 20 offices worldwide.
The concept of residence and citizenship planning was created by Henley & Partners in the 1990s. As globalization has expanded, residence and citizenship have become topics of significant interest among the increasing number of internationally mobile entrepreneurs and investors whom we proudly serve every day.
The firm also runs a leading government advisory practice which has raised more than USD 5 billion in foreign direct investment. We have been involved in strategic consulting and the design, set-up and operation of the world’s most successful residence and citizenship programs.
Henley & Partners attracts experienced professionals and recent graduates with a strong interest in international private client services or government advisory services in the field of investor immigration and citizenship. Creativity, conceptual thinking and practical knowhow are much more important to us than specific knowledge or training.
Professionals come to Henley & Partners for outstanding career opportunities and a progressive, creative atmosphere that sets the firm apart from the industry. For the recent graduate interested in exploring a career in private client advisory or government advisory, Henley & Partners offers the excitement of an innovative firm, along with a distinct entrepreneurial spirit and outstanding opportunities for advancement.