Client Advisor (Xico)
Link-Worldwide • valle de chalco solidaridad, estado de méxico • Posted June 01, 2026
Position Overview
An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.Key responsibilitiesPromote the services and solutions offered by Henley & PartnersResearch, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospectsActively grow the existing contact database to identify new value creation opportunitiesDevelop new business leads with maximized conversion ratesProvide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are metQualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risksCollaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journeyMeet and exceed the assigned jurisdictio...