​Private Client Advisors are responsible for proactively identifying, qualifying, and engaging high-net-worth households through established professional and industry networks, including sectors such as luxury real estate, private banking, wealth management, relocation services, and hospitality. Advisors will manage the full client origination lifecycle, including initiating outreach, conducting needs assessments, facilitating introductory presentations, coordinating enrollment into the firm’s concierge membership platform, and ensuring a seamless client onboarding experience. Responsibilities also include maintaining detailed records of client interactions and pipeline activity, adhering to the firm’s operational policies, compliance protocols, and brand standards, representing the firm with the highest standards of discretion, integrity, and professionalism, collaborating with internal teams to align client services with membership offerings, and actively contributing to the retention, growth, and strategic expansion of the firm’s private client membership base within assigned networks and regions.