Relationship Manager Lisboa

Join to apply for the Relationship Manager role at Henley & Partners - The Firm of Global Citizens.

As the leading global citizenship and residency advisory firm, we help clients navigate investment migration and citizenship planning. We are seeking a Relationship Manager to build and manage relationships with clients and their advisors to support customer acquisition, retention, and revenue generation.

The Role

The primary role of the Relationship Manager is to assist with the compilation and submission of client applications for the relevant residence program. This includes developing a close professional bond with clients and their advisors to ensure excellent service and successful outcomes. The position supports the Golden Residence Permit in Portugal and involves maintaining strong client relationships throughout the process.

Responsibilities

• Demonstrate expertise across the residency and citizenship program portfolio offered by Henley & Partners and communicate effectively with clients and stakeholders
• Deliver
  - class customer service to new and existing clients
• Manage key client relationships through regular contact and site visits when needed
• Serve as the primary client contact and advocate for
  -
  - day activities of the client application; escalate issues when needed
• Build and execute a
  - centric relationship framework with regularly scheduled status calls and application reviews
• Maintain customer satisfaction through account planning, proactive communications, and issue remediation
• Identify and pursue
  - selling opportunities aligned with client needs
• Coordinate with internal resources to assist clients in meeting application requirements

Qualifications

• Experience in account or client management within investments, insurance, banking, or related fields
• Proven track record of building and nurturing
  - level client relationships
• Excellent written and verbal communication skills with full English business proficiency
• Ability to work independently and as part of a team, with strong focus and attention to detail
• Proficiency in Microsoft Word, Excel, Power
  Point and CRM systems
• University degree is an advantage
• Knowledge and experience in the immigration and/or investment industry
• Ability to network internationally for business development

We offer competitive compensation, a range of benefits, and a dynamic work environment that supports growth and personal development. If you are seeking a challenging and rewarding opportunity where your ideas can have a real impact, we invite you to apply today.

Henley & Partners is committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to the table.

All applications should be sent to portugal. recruitment@henleyglobal.com with the subject "Henley & Partners - Application to Relationship Manager".

Location

Lisboa, Lisbon, Portugal

Equal Employment Opportunity statements and other legally required notices remain as applicable.