Senior Client Advisor - Boston, USA

Key Responsibilities

• Promote the services and solutions offered by the Group
• 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
• Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
• Maintain detailed notes on prospect and client interactions, with full and effective use of the firm's CRM system
• Represent the firm at industry events and conferences worldwide

Essential Skills

• Experience in client-facing investment, insurance, private banking, wealth management, legal/professional services or sales
• Exceptional written and verbal communication skills to engage with and present to industry stakeholders, with the ability to create and prepare proposals
• A collaborative approach to build enduring relationships and influence in a positive manner
• Excellent negotiation and persuasion skills, always including exercising tact and diplomacy
• Strong research and strategic analysis skills and a high competency in the Microsoft Office suite; experience in CRM is ideal
• The ability to collect data required to prepare an accurate analysis of the client and offer the most suitable solutions
• A positive representative of Group and its brand in the marketplace and at industry events and conferences

Desirable Skills

• An undergraduate degree in business, economics, finance, banking, real estate, law, marketing, or other related disciplines; a master's or an advanced degree will be considered an advantage
• Five years of experience in client-facing investment, insurance, private banking, wealth management, legal/professional services or sales
• Knowledge and some experience in the investment migration industry (residence and citizenship by investment)
• Strong networks that allow for business development
• Knowledge of the local culture and local experience will be considered advantages