Client Advisor - London

Henley & Partners London office is looking for someone who is passionate about acquiring new clients and building partnerships with intermediaries. The successful candidate will possess high energy, excellent interpersonal skills, presentation skills, and has solid sales and marketing experience. This individual will need to work well within a team environment, but also a self-starter who can work independently and thrives in a target-driven environment.

Key responsibilities

  • Sales generation through new and existing clients and client leads
  • Manage key relationships with existing and prospective clients
  • Discuss client’s requirements and analyse clients’ reactions to the services provided
  • Active participation in contract negotiations
  • Revenue and invoicing management
  • Manage and improve the development of client acquisition strategies
  • Produce reports for senior management concerning marketing and sales strategies
  • Undertake market research; screen potential business deals by analyzing market strategies, deal requirements, potential and financials
  • Identify trendsetter ideas by researching industry and related events, publications and announcements
  • Keep up to date with products/ services and competitors
  • Update job knowledge by reading professional publications; maintaining personal networks; participating in professional organisations to expand network
  • Protect organisation’s value by keeping information confidential
  • Enhance organisation reputation by accepting ownership for accomplishing new and different request; exploring opportunities to add value to job accomplishments.

Skills and Experience

  • Minimum 3 years’ experience within the investment migration, client-facing investment, insurance, private bank, wealth management or related industries
  • Excellent relationship building skills
  • Excellent written and verbal communication skills
  • Excellent presentation skills
  • Ability to represent company and network at relevant conferences and events
  • Strong research and analytical abilities
  • Good project and time management skills
  • You will have an aptitude for business development motivation for sales
  • You will have initiative to create new leads and relationships
  • Fluency in both verbal and written English
  • Basic or Intermediate level knowledge of Chinese Mandarin
  • Undergraduate degree in business, economics, marketing, law or other related disciplines


Applications may be submitted via our application form. Kindly also inform us if you need to be sponsored (applicable to non-EEA nationals as defined by the Home Office).

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