Please mention DailyRemote when applying
See how much of this job your resume covers, and what’s missing.
Want a recruiter to go through it line by line?
Get professional reviewQuestions interviewers often ask for this role, with sample answers.
Upload your resume and we draft a letter for this exact role, tailored to what it asks for.
The Client Partner will serve as the primary point of contact for prospective high-net-worth clients to convert interest into long-term advisory relationships. You will conduct discovery conversations to diagnose client needs and guide them toward bespoke solutions offered by the firm.
This is a remote position.
Who We Are
Rothbard Group, based in Panama, is a boutique cross-border tax and corporate structuring firm that helps successful families and entrepreneurs protect and grow their wealth offshore.
The firm is grounded in individual sovereignty and free-market economics. Our work uniquely combines the technical depth of traditional law firms and Big 4 practices with the modern client experience of offshore consultancies.
Our lead tax attorney has built a large and engaged international audience through our popular YouTube channel, giving us a distinctive brand and a steady flow of high-quality inbound interest.
We are hiring a strategic Client Partner to serve as the primary point of contact for new prospective clients and to convert qualified interest into long-term advisory relationships.
You get the commercial upside of a sales role, the intellectual interest of complex cross-border work, and the lifestyle freedom that most corporate jobs simply do not offer.
If you are commercially driven, principled, and want to help high-net worth clients structure their lives and wealth more intelligently, this is the role for you.
• Build trust and credibility quickly with sophisticated, high-net-worth individuals
• Diagnose needs, goals, and constraints through high-quality discovery conversations
• Navigate complex personal and financial situations with clarity and confidence
• Convert qualified prospects into paying clients for both initial consultations and bespoke solutions
• Drive revenue and consistently meet or exceed sales targets
About You
• Exceptional communication and client influencing skills - you build trust fast with smart, successful people
• Demonstrated experience and success working with HNW clientele
• Ability to grasp complex tax, residency, citizenship and asset-protection concepts
• Hungry for success, persistent and detail-oriented
• Autonomous, responsible, and have experience working remotely
• Highly adaptable to change and thrive in a dynamic, start up environment
• Fully bilingual in Spanish and English (oral and written)
• High degree of professionalism, maturity and integrity
While not mandatory, the following is desirable:
• a background in law, international relations, retirement/insurance sales or Big 4/advisory consulting
• You understand the value of asset protection plans and how they help clients save money and protect their assets
• Lived experience with your own Plan B and offshore strategies (residency, citizenship, tax, etc.)
Eligible Locations
• North America: Mexico
• Central America: Costa Rica, Guatemala, El Salvador, Belize
• South America: Colombia, Venezuela, Ecuador, Peru, Paraguay, Argentina, Uruguay
• Caribbean: Bahamas, Barbados, Cayman Islands, Jamaica, Dominican Republic
• Excellent income potential: base salary + bonuses - $90K USD OTE in year one
• 100% remote independent contractor role with structured core hours and the flexibility to manage your schedule
• Front-row seat to the sophisticated world of offshore tax
• Warm, high-converting inbound leads
• Opportunity to join a rapidly growing boutique firm at an early stage
• For a strong digital nomad candidate, potential for multi-country remote work within the eligible locations list (to be discussed)
Your application will be treated with strict confidentiality. We thank all candidates for their interest, however only those who qualify for an interview will be contacted. In alignment with our commitment to flexibility and family-friendly work arrangements, we welcome applications from all qualified candidates and particularly encourage working mothers and caregivers in Latin America to apply.
Stop the endless job search. Our AI finds and applies to the best jobs for you.
Featuring 219,280+ Jobs in Client Partner
Answer easy questions
219,280+ jobs across 15+ categories
Get your best job matches
Only hand-screened, legit jobs
Find a remote job faster
No ads, scams, or junk
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”