Planning & customer service Assistant
$80k - $90k per yearFull-time
Henley & Partners - The Firm of Global Citizens®
As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning.
Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.
Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.
Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.
Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.
Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility.
Enjoy flexible working arrangements and benefits that support your well-being.
...As a Private Client Advisor , you’ll 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.
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.
Actively expand the existing contact database to identify new opportunities for value creation.
Keep detailed and effective notes on prospect and customer interactions using our CRM system.
3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, real estate, or recruitment.
- Mandatory to have Undergraduate degree in business, economics, marketing, or related disciplines. Master's or advanced degrees are considered an advantage.
- Exceptional communication skills to engage with industry stakeholders - full English proficiency is required.
- 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.
Base salary of CAD 80 - 90 K per year depending on experience;
- Performance-based commission structure;
- Comprehensive health, dental, and vision insurance;
- We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
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Vacancy posted a month ago
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