Private Client Advisor (Consultant) (Monterrey)

Private Client Advisor (Consultant)
As a Private Client Advisor (Consultant), you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients.
Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world‐class advisory services to both new and existing clients.
Responsibilities
Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners.
Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
Qualify prospects and perform initial due diligence checks to assess suitability and mitigate operational risks.
Collaborate with Relationship Managers (RMs) to deliver a w...