Private Client Advisor

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.

• Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners.
• Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
• 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.
• Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
• Achieve a high success rate in converting sales leads into H&P clients.
• Meet and exceed annual sales targets for assigned jurisdictions.
• Actively expand the existing contact database to identify new opportunities for value creation.
• Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
• Keep detailed and effective notes on prospect and customer interactions using our CRM system.
• Act as a positive representative of H&P and our brand at industry events and conferences.

• Undergraduate degree in business, economics, marketing, or related disciplines.
• +3years of customer-facing sales experience in investment, insurance, private banking, wealth management, real-estate or recruitment.
• Knowledge and experience with HNWIs is highly appreciated.
• Multilingual and territorial-specific experience is considered an advantage.
• Exceptional communication skills to engage with industry stakeholders
  - full English business proficiency is required.
• Collaborative approach to build positive relationships and influence others.
• Excellent negotiation and persuasion skills, including tact and diplomacy.
• 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.

We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.