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Private Client Advisor @ Henley & Partners - The Firm of Global Citizens®

West Palm Beach, Florida, United StatesOnsiteFull Time
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About this role

Private Client Advisor at Henley & Partners - The Firm of Global Citizens®. Location: West Palm Beach, Florida, United States. Role: raising awareness, converting leads, advising clients Requirements: Undergraduate degree required; 3+ years customer-facing sales experience in investment/insurance/real estate/private banking/wealth management; HNWI experience and international networks preferred; strong communication, negotiation, research skills; Microsoft Office and CRM proficiency. Category: Sales Seniority: Mid Level Tools: Microsoft Office Commitment: Full Time Workplace: Hybrid Languages: English

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