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Client Advisor (Xico)

Link-Worldwide

valle de chalco solidaridad, estado de méxico, Mexico Full-time June 04, 2026

Found Description

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 responsibilities
Promote the services and solutions offered by Henley & Partners
Research, prepare, and execute high-impact meetings with potential introducers, intermediary partners, and client prospects
Actively grow the existing contact database to identify new value creation opportunities
Develop new business leads with maximized conversion rates
Provide client prospects with expert advice on residence and citizenship by investment solutions to ensure that their objectives are met
Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
Collaborate with Relationship Managers to provide a world-class client experience throughout the entire sales journey...

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