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Regional Director of Key Intermediaries — UK (London)

The Regional Director of Key Intermediaries will lead Henley & Partners' regional key intermediary efforts by developing relationships with the local branches of global firms that work with high- and ultra-high-net-worth individuals. A key aspect of this position is to liaise with the senior managers of key intermediary partners, negotiate cooperation agreements, and drive the global key intermediary strategy in the region. The successful candidate will work closely with the Group Head of Key Intermediaries and the other Regional Directors of Key Intermediaries.

Key responsibilities

  • Actively grow the existing key intermediary partnerships in the allocated region
  • Promote the services and solutions offered by Henley & Partners
  • Negotiate cooperation agreements and establish collaboration with the regional branches of global firms working with high- and ultra-high-net-worth individuals
  • Maintain a high level of relevant industry knowledge to engage in meaningful conversations with key intermediary partners
  • Manage the ongoing cooperation with Henley & Partner’s existing regional partners by providing continued support, conducting feedback sessions, and organizing regular presentations on the firm and its offerings
  • Keep detailed notes on prospective clients that have been referred by key intermediary partners, with full and effective use of the firm’s CRM system

Essential skills

  • Experience in client-facing investment, insurance, private banking, wealth management, or sales
  • Exceptional written and verbal communication skills to engage with and present to key intermediary partners
  • Excellent negotiation and problem-solving skills
  • A collaborative approach to build enduring relationships and influence in a positive manner
  • Strong research and strategic analysis skills and a high competency in the Microsoft Dynamics CRM tool

Desired skills

  • Undergraduate degree in business, economics, marketing, or other related disciplines; a master’s or an advanced degree will be considered an advantage
  • 10 years of expertise in client-facing investment, insurance, private banking, wealth management, or sales
  • A strong network of banks, family offices, and law firms that allows for business development
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