Private Client Specialist - Jobs in Montreal, Quebec

Job Description

Joining Henleyamp; PartnersAs the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henleyamp; Partners Here #39;s what sets us apart:

• Global Impact: Join a company that makes a tangible difference in people #39;s lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
• Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
• Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
• Continuous Learning: We believe in investing in our employees #39; professional development. At Henleyamp; Partners, you #39;ll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
• Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
• Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.

...but that #39;s enough about us, let #39;s talk about you!The Private Client Specialist is responsible for answering inquiries from potential clients professionally about all investor programs and services that the firm offers. They support the firm #39;s client advisors by scheduling calls and meetings with potential clients and assisting with administrative tasks. The Private Client Specialist stays in regular contact with all potential clients with the aim of signing client agreements.Responsibilities

• The role requires expertise across the entire residence and citizenship program portfolio offered by Henleyamp; Partners, as well as, the ability to be able to support other ancillary requirements when needed.
• Provide client prospects with information on residency and citizenship planning to ensure their questions are addressed.
• Collect documents from prospects required for due diligence checks and onboarding.
• Serve as the primary client contact and advocate for day-to-day activities necessary for the on-boarding of the client.
• Prepare client service agreements.
• Deliver world-class, industry-leading customer service to new and existing clients.
• Keep detailed notes on prospect and client interactions with full and effective use of the CRM system.
• Mentor junior members of the team.

Essential skills

• Proficient in the English language. Additional languages will be considered an asset.
• 3+ years of experience in Account Management within investments, insurance, private banks or wealth management.
• Bachelor #39;s degree in business, marketing, economics, or related discipline.
• Exceptional organizational skills.
• Superior written and verbal communication skills.
• Excellent negotiation and persuasion skills ensuring diplomacy at all times.
• Ability to work independently and within a team environment, with focus and excellent attention to detail.
• Proficient in Microsoft Word, Excel, PowerPoint, and CRM.
• Knowledge and experience in the immigration by investment industry will be considered an advantage.

Desirable skills

• Knowledge and experience in the investment migration industry (residence and citizenship by investment).
• Multi-lingual.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.At Henleyamp; Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policyPowered by JazzHR