Client Advisor (Bogotá)

Client Advisor (Bogotá)

12 ago
|
Theglobalmigration
|
Bogotá

12 ago

Theglobalmigration

Bogotá

An ambassador for The Global Migration, the Client Advisor role contributes to the The Global Migration Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.
Fully proficient in the entire portfolio of residence and citizenship programs offered by The General Migration, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the The Global Migration Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions.
Key responsibilities
- Promote the services and solutions offered by The Global Migration
- 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
- Meet and exceed the assigned jurisdictional annual sales targets
- Maintain a high level of relevant industry and program knowledge to engage meaningful conversations with prospects
- Keep 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, or sales
- Exceptional written and verbal communication skills in English to engage with and present to industry stakeholders, with the ability

📌 Client Advisor (Bogotá)
🏢 Theglobalmigration
📍 Bogotá

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