Private Client Advisor

Job overview

The Private Client Advisor role is an onsite, full-time position in New York, NY. The posting states a base salary of USD $100,000–$120,000 per year, plus performance-based commission. The advisor supports Henley & Partners’ investment migration and citizenship planning services. The role develops new business by building relationships with high-net-worth clients and referral partners, managing the sales cycle, and recommending suitable services. It contributes to client acquisition and revenue growth while coordinating with relationship managers and operational teams.

What you'll do

• Generate leads through prospecting, networking, referrals, partnerships, and events
• develop a pipeline of high-net-worth clients
• build intermediary and professional-advisor relationships
• manage the sales cycle from qualification through conversion
• conduct consultative meetings and presentations
• meet sales and revenue targets
• maintain CRM records
• collaborate with global teams
• nurture client relationships and identify referral opportunities.

What we're looking for

Skills & competencies

private client advisor

business development

consultative sales

client acquisition

high-net-worth clients

investment migration

citizenship planning

new york ny

henley & partners

$100k–$120k base

commission

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k) match up to 4%
• 20 days of paid time off
• career advancement opportunities
• performance-based commission.

Why this role

The posting requires at least three years of business development, consultative sales, client acquisition, or similar revenue-generating experience. A bachelor’s degree or equivalent commercial experience is preferred.

About the employer

Henley & Partners - The Firm of Global Citizens® is hiring for this role. Industry: Offices of Lawyers. Sector: 54.