Remotery

Private Client Advisor

Posted Jun 26

This is a fully remote position, open to applicants in Japan.

📋 Description

• Enhance awareness of 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.

• Offer expert guidance on residency and citizenship planning to assist clients in achieving their goals.

• Qualify prospects and perform initial due diligence checks to evaluate suitability and mitigate operational risks.

• Collaborate with Relationship Managers (RMs) to ensure a world-class client experience throughout the sales process.

• Achieve a high conversion rate of sales leads into H&P clients.

• Meet and surpass annual sales targets for designated jurisdictions.

• Actively enhance the existing contact database to uncover new opportunities for value creation.

• Maintain a comprehensive level of industry and program knowledge to engage in meaningful discussions with prospects.

• Keep detailed and effective records of prospect and customer interactions using our CRM system.

• Represent H&P positively and uphold our brand at industry events and conferences.


⛳️ Requirements

• Bachelor's degree in business, economics, marketing, or related fields.

• Master’s or advanced degrees will be considered an advantage.

• Over 3 years of customer-facing sales experience in investment, insurance, private banking, wealth management, luxury real estate, or recruitment.

• Knowledge and experience with High Net Worth Individuals (HNWIs) are highly valued.

• Multilingual skills and territory-specific experience are considered a plus.

• Exceptional communication abilities to engage with industry stakeholders – full professional proficiency in English and Japanese is required.

• Collaborative mindset to build positive relationships and influence others.

• Strong negotiation and persuasion skills, including tact and diplomacy.

• Robust research and strategic analysis abilities, with proficiency in Microsoft Office and CRM systems.

• Capacity to gather data and provide accurate client analysis for customized solutions.


🏝️ Benefits

• Global Impact: Make a difference by assisting individuals and families in accessing new opportunities and securing a brighter future through alternative citizenship and residency options.

• Cutting-Edge Expertise: Join industry leaders providing innovative solutions and exceptional service through an extensive international network.

• Dynamic Culture: Work in a multicultural and inclusive setting with over 40 offices worldwide, promoting collaboration and personal growth.

• Continuous Learning: Take advantage of ongoing professional development, training programs, and industry conferences to enhance your skills.

• Impactful Projects: Participate in high-profile projects that shape the future of investment migration and global mobility.

• Work-Life Balance: Enjoy flexible working arrangements and benefits that prioritize your well-being.

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