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Client Advisor (Xico)

📍 Location
valle de chalco solidaridad, valle de chalco solidaridad
⏰ Job Type
Full-time
📅 Posted
June 08, 2026
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Job 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 exper...

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