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A showcase of current opportunities in offshore financial sales …
So what’s all the fuss about?
In 2006, almost one in 10 British citizens were living overseas, according to a study of people
coming in and out of the UK. Studies by the Institute for Public Policy Research, published on
the BBC News website, indicate that at least 5.5m British-born people live abroad. That figures
has now almost tripled in 6 years. Figures suggest the rate of departure has been so great
that population falls are only masked by immigration. While Australia and Spain are the top
locations, increasing numbers are heading to major Asian economies for increased job
prospects, pay and better way of life.

According to the Daily Mail in 2012, Nine out of ten expats are so glad to be gone! The grass
really is greener for expats. Nine out of ten say their quality of life has improved - earning
more and enjoying better conditions than they would have in Britain. On average, pay for
managers and professionals who choose to work abroad is up to £20,000 higher than they
would get here. The findings from a study by NatWest underline the reasons why emigration
among Britons has reached record highs. It suggests that the attractions for talented and
able workers of quitting Britain are strengthening during the recession as private sector wages
stagnate and public services threaten to deteriorate.
More than 200,000 British citizens left the country to live abroad in 2006, followed by another
169,000 in 2007. But in 2007 only 75,000 Britons who had been living or working in a foreign
country chose to return - again a record low.
The bank's Quality of Life report said that 19 per cent of those working abroad currently
intend to come back to Britain at some time, down from more than a quarter, 26 per cent,
two years ago. It said: 'When it comes to living and working overseas the advantages come
thick and fast. Working hours are far less intensive and expats say they manage to achieve a
better work/life balance with much more leisure time.
'Professional expats can earn significantly more than their peers back home. On average an
expat professional's salary is up to £20,000 higher than their UK counterparts.‘
Did you know, there are 748,010 British expats living in the EU?
We have opportunities to work for large corporate brands or
the option to work more independently as part of a network
anywhere in Europe
SPAIN - Barcelona, Madrid, Costa del Sol,
Murcia
One of Europe’s best International Financial Houses is recruiting
experienced Financial Adviser candidates for:
·MADRID                                                                ITALY – Milan / Rome
·BARCELONA
·MALLORCA                                                              This is a tremendous opportunity to work with one of the fastest-
·MURCIA                                                                growing and best respected of our Flagship European Clients.
·COSTA DEL SOL                                                         They pay top rates of commission and trail from day one.
This award-winning client is seeking ambitious, driven, enthusiastic   ·Fantastic International reputation achieved through ethical
and committed IFA/Financial Adviser candidates. You should be a        advice to valued clients
qualified and experienced IFA/Financial Adviser – either working in    ·Extensive advertising and sponsorship of high profile events
one of the locations mentioned or with strong links to the area – in   ·Great opportunity to start earning commissions very quickly
either case you will be the type of person who is able to build        Working as a Wealth Manager with this Company is a fantastic
strong relationships and convert these into repeat business.           opportunity for an experienced Financial Sales Professional/
You will be allied with a company with one of the strongest names      Wealth Manager to earn a very substantial income with a
in expat financial services, ethical, respected and successful with    company whose ethics match their desire for growth.
excellent marketing and back-office support.                           ·Experienced in Financial sales or Wealth Management
As an IFA/Financial Adviser with this client you will benefit from:    ·Already located and working in Financial Sales in Italy
·A first-class brand with a reputation to enhance your own skills      ·Prepared to re locate to Italy
·The opportunity to earn uncapped commissions with trail               ·Enjoy working at the coal face in a fast paced environment
·Fantastic range of product providers                                  ·Desire to earn very high uncapped commissions based on their
·On-going Training and Support                                         own success
·Links with some of the most prestigious of events, venues and
organisations
·Advertising and back-office support
·A fantastic lifestyle upgrade in a beautiful location
Financial Services Co-ordinator - ROME                                 AMSTERDAM & THE HAGUE
Salary : Uncapped commission, first year OTE £60,000                   Salary : OTE £100K + Commission

One of Europe's best known and respected companies is looking          6/7 qualified appointments provided per week makes this one of
to recruit a Co-ordinator for their new Rome office. Based in the      the best Wealth Manager roles available. Our client, a well-
historic city of Rome you will be working with a team of Financial     established and successful Financial Services company are looking
Consultants with the career path available for you to become a         to Recruit Wealth Managers / Financial Advisers to join their
Consultant too. The company offers a range of financial services to    expanding operation in Amsterdam. The company’s growth is
businesses and families right across Italy.                            organic and very impressive with a well established reputation for
The role of Co-ordinator is a key role within the company. You will    excellence in this market place.
be responsible for working with potential and existing clients and     Key particulars of the Wealth Manager opportunity.
supporting the team of experienced Financial Consultants in            ·Support from sales coordinators in lead generation, appointment
developing their network of clients. You will be proactively seeking   making and back office admin
new clients and booking appointments over the telephone for            ·Fantastic International reputation achieved through ethical
Consultants to attend, whilst offering hands on assistance in their    advice to valued clients
day to day work.                                                       ·Extensive advertising and sponsorship of high profile events
Perhaps one of the best things about this opportunity though is that   Working as a Wealth Manager with this Company is a fantastic
if offers a true career development path. The client prides            opportunity for experienced Financial Sales professionals to earn a
themselves on the training of staff and developing them to be the      very substantial income with a company whose ethics match their
stars of the future.                                                   desire for growth.
Their training program will set you up for a fantastic future in       Applications for the role of Wealth Manager would be most
financial services. If successful, within 12 months you could be       welcome from those who are
earning in excess of £150,000 per year once you qualify as a           ·Experienced in Financial sales or Wealth Management
Wealth Manager, or as an Office Manager where you will have the        ·Already located and working in Financial Sales in Holland or
opportunity to earn an override on the team performance.               prepared to re locate to Holland
To apply for the role of you need:                                     ·Enjoy working at the coal face in a fast paced environment
·A strong track record in telesales or outbound sales                  ·Desire to earn very high uncapped commissions based on their
·Excellent professional communication style                            own success
·Bags of self-confidence
·Good diary and time-management skills
·Determination to hit targets
·Energy and passion for Financial Services and Sales
·A real desire to develop your career with a top company
The reward package will see you achieve earnings of up to £60,000
in year one, with unlimited potential for more.
GENEVA & FRANKFURT - Financial Sales                                    AMSTERDAM & THE HAGUE
Salary : Realistic OTE £150,000                                         Salary : OTE £150K

An outstanding opportunity has arisen for a qualified IFA/Financial     6/7 qualified appointments provided per week makes this one of
Planner to join an exceptional Financial Planning company with          the best Wealth Manager roles available. Our client, a well-
offices in Geneva.                                                      established and successful Financial Services company are looking
The company is internationally respected and noted for its              to Recruit Wealth Managers / Financial Advisers to join their
vital, impartial wealth management and financial planning advice        expanding operation in Amsterdam. The company’s growth is
to international expatriates and Geneva is one of their primary         organic and very impressive with a well established reputation for
locations for the next stage in your already spectacular career.        excellence in this market place.
Fully regulated and licensed in this very lucrative and well            Key particulars of the Wealth Manager opportunity.
established location, the company is established, stable and            ·Support from sales coordinators in lead generation, appointment
reliable with minimum staff turnover – unusual in this very fluid       making and back office admin
industry.                                                               ·Fantastic International reputation achieved through ethical
Applicants for the role will undergo a stringent selection process      advice to valued clients
where amongst other key qualities they will be examined for             ·Extensive advertising and sponsorship of high profile events
excellent communication                                                 Working as a Wealth Manager with this Company is a fantastic
skills, honesty, determination, dependability and integrity.            opportunity for experienced Financial Sales professionals to earn a
You will be able to achieve the levels of success you deserve           very substantial income with a company whose ethics match their
through a partnership with this respectful and supportive company.      desire for growth.
·         You will be a highly experienced, qualified IFA/Financial     Applications for the role of Wealth Manager would be most
Planner either UK based (FSA registered) or already based               welcome from those who are
overseas.                                                               ·Experienced in Financial sales or Wealth Management
·         You will have experience in the industry and preferably the   ·Already located and working in Financial Sales in Holland or
region..                                                                prepared to re locate to Holland
·         You will be a ‘hunter’ profile, willing and able to develop   ·Enjoy working at the coal face in a fast paced environment
leads and follow referral streams to develop your client base.          ·Desire to earn very high uncapped commissions based on their
·         You will be keen to grow your client base and earnings        own success
and, if appropriate, perhaps consider the career-development
opportunities open to you with this company – as they grow and
expand the need for senior positions increases too.
Finally, development and mentoring are integral with this company
– you will be part of an organisation that understand that their
success is built on your success and the management team are
incentivised to ensure you succeed from the off.
FRANCE - Bordeaux / Dordogne
Salary : Uncapped commissions and trail OTE Year 1 £100,000+)

One of Europe’s best International Financial Houses has asked us to
find first-class, experienced IFA/Financial Adviser candidates for:
·BORDEAUX
·DORDOGNE

·This award-winning client is seeking ambitious, driven, enthusiastic
and committed IFA/Financial Adviser candidates.
You should be a qualified and experienced IFA/Financial Adviser –
either working in one of the locations mentioned or with strong links
to the area – in either case you will be the type of person who is
able to build strong relationships and convert these into repeat
business.

You will be allied with a company with one of the strongest names
in expat financial services, ethical, respected and successful with
excellent marketing and back-office support.
As an IFA/Financial Adviser with this client you will benefit from:
·A first-class brand with a reputation to enhance your own skills
·The opportunity to earn uncapped commissions with trail
·Fantastic range of product providers
·On-going Training and Support
·Links with some of the most prestigious of events, venues and
organisations
·Advertising and back-office support
·A fantastic lifestyle upgrade in a beautiful location
In the United Arab Emirates, expatriates make up more than
70% of the total population

Ex-pats and HNW individuals are still attracted to live and work in Dubai for all of the following
reasons: Robust, open economy – still exceptionally strong by comparison with most of the
world. Secure and stable – politically stable with sound economic policy, Dubai is rated one of
the two top cities in the Middle East for quality of life. Tax-free earnings! Proximity to growing
regions such as India and China promoting significant trading opportunities.
Excellent infrastructure – telecoms, internet, roads, ports and airports are truly world-class.
For all of the above reasons many multi-national companies have a base here.

For those looking for a retirement strategy then Qatar may be the place for you. The market in
Qatar is very buoyant. Qatar’s economy grew by over 19% in 2010 making it the fastest in the
world at that time. There are much fewer Financial Planning companies operating in Qatar
than say the UAE and even fewer properly licensed to do so – this makes the opportunity more
attractive still as there is less intense canvassing of the same potential clients.
DUBAI – EXPERIENCED OFFSHORE ADVISOR
Our client is currently looking to expand its team of financial
advisers in Al Ain, Dubai and Ras Al Khaimah.
They work differently from many of the larger brokerages in the
region in that they do not have the numerous layers of
management that many other brokerages do.
Because they do not have all the auxiliary costs of the larger         DUBAI / QATAR
brokerage, they can pay consultants more than the industry             An outstanding opportunity has arisen for a qualified IFA/Financial
average.                                                               Planner to join an exceptional Financial Planning company with
                                                                       offices in Qatar and Dubai
If you are a financial consultant and have...
Full UK CeFA, FPC or equivalent qualifications                         The company is internationally respected and noted for its vital,
At 2 years offshore experience preferably in the UAE but other         impartial wealth management and financial planning advice to
regions considered                                                     international expatriates and Qatar is one of their primary locations
The intention of remaining in the UAE for the foreseeable future       for the next stage in your already spectacular career.
An unblemished sales record                                            Fully regulated and licensed in this very lucrative and equally
... and can obtain character references from two financial             challenging location, the company is established, stable and
institutions, this is what our client can offer:                       reliable with minimum staff turnover – unusual in this very fluid
                                                                       industry.
Market leading commission. 100% of base commission (i.e. 3x
notional) for indemnified commissions and 75% of all renewal, trail    You must be a qualified advisor to work in Qatar. Qatar in
and non-indemnified commissions; i.e. if you are on 80%                particular, unlike many of the Gulf countries and states, has tough
commission now, they pay 25% more from day one!                        regulation and requires Financial Planners to demonstrate their
Fortnightly pay                                                        ethics and qualifications from the off. Please do not apply for this
All your clients and prospects can receive their highly praised        role is you are not able to withstand this stringent process and
monthly newsletter and mail shots; an excellent way to generate        come out the other side with flying colours!
extra warm leads and referrals.
A range of value added services designed to generate repeat            Our client has a solid reputation in both locations
business and referrals.

Full administrative and sales support.
The client also has an administration office with administrative and
broker support as well as ‘cloud’ sales, administration and pipeline
software which enables consultants and coordinators to instantly
access client details, synchronise diaries or check for pipeline
updates; 24 hours a day from anywhere in the world.
A consultant on 80% who earns $200,000 a year at present, would
earn over $250,000 per annum with this client!
Asia is the largest continent on planet Earth, and also the most
populous one. Four billion people strong, Asia accounts for 60 percent
of the world’s population. For the other 40 percent, Asia represents a
culturally rich and exotic place, where people can go to enrich their
life, and grow as a person.
http://www.labourmobility.com/2011-top-cities-to-live-and-work-
abroad-in-asia/
BUSINESS DEVELOPMENT COORDINATOR –
WEALTH MANAGER - SHANGHAI & BEIJING                                                     SHANGHAI
One of China's longest serving financial advisory companies is            The successful candidate will be part of a team working with
Our Clients international operations were founded in 1994 on the          directly with Senior Advisors. The role involves prospecting
principles of trust, professionalism and partnership. We have built our   appointments - leads will be provided along with ongoing support
business by implementing these principles to benefit expatriates          and development with an opportunity to advance to Trainee
around the world. As independent financial consultants, they provide      Advisor based on performance.
unbiased advice and access to the world’s top investment
management groups.                                                        The successful candidate will be ambitious and personable with a
Role profile:                                                             proven track record in prospecting and generating new business.
We are currently recruiting experienced and qualified Advisors to work
in financial planning and wealth management services. Alternatively,      About the company:
if you can clearly demonstrate success in a sales environment and are
eager to start a career in finance you will be considered.                ·     A refined, professional company with an excellent reputation
Support:                                                                  and brand
Our Client is a fully licensed Wholly Foreign Owned Enterprise (WFOE)     ·     Established and well managed (oldest expatriate IFA in
maintaining full legal recognition and framework in all areas of the      China)
world they operate in.                                                    ·     High quality advice
They offer the following support and services to their international      ·     High quality service (every new HNW client is personally
team in Asia-Pacific Region:                                              contacted by the FSP,MSP)
· Payroll Department                                                      ·     Solid infrastructure
· I.T. Department                                                         ·     Excellent offices
· HR & Visa support                                                       ·     Dedicated IT/Payroll/Marketing
· Marketing Department                                                    ·     Private client events and local sponsorships are run on a
· Administration Support                                                  regular basis
· Database Management support
· Business Development Managers                                           The ideal candidate will be energetic and enthusiastic:
· Recruitment Department                                                  ·     Knows how to prospect
· Sales Support team                                                      ·     Will work on a salary + commission basis
· Technical Support Manager                                               ·     Will appreciate the value of a lead
· Client Services team                                                    ·     Willing to listen and be trained
· Wealth Management Service
The Package:                                                              The client is offering a package for new recruits which may
They are offering a package for new recruits to include:                  include:
· Flights - reimbursed after a successful initial 3-month period
· Accommodation - provided for up to 6 months                             Accommodation – provided for up to 6 months (if relocating from
· Visa assistance                                                         overseas)
Career Progression:                                                       £1,200 GBP / $2,000 USD monthly salary (tax free)
· The role offers a defined career path for those wishing to progress -   Performance related bonus
there are 4 stages of progression beginning with the role of Associate    Salary Review after passing probationary period*
and ultimately Partner.                                                   Full working Visa*
                                                                          5 weeks Paid Holiday
WEALTH MANAGER - SHANGHAI /                                               WEALTH MANAGER – HONG KONG
BANGKOK / HONG KONG                                                       Established for more than 20 years in Hong Kong our client is one of
                                                                          "Hong Kong’s Most Valuable Companies 2010" and holds time-
We are offering you the chance to work with one of South East Asia
                                                                          honoured relationships with HKSFC, HKCIB and MPFSA, Hong Kong’s
and China's best known and best respected Financial Planning
                                                                          regulators. It is owned by its staff and, on a daily basis, works
organisations.
                                                                          towards the vision:
With offices in Shanghai, Thailand, Malaysia and Vietnam this
                                                                          A market-leading, client-driven, financial planning and wealth
company has a reputation for excellence with their clients, and as a
                                                                          management consultancy.
great place to work with their staff.
                                                                          "With a focus on holistic balance sheet management rather than
                                                                          product sales, we look to cement long-term advisory relationships
                                                                          with our clients."
Are working in Financial Services as an IFA/Wealth/Manager/Financial
Adviser or have always aspired to be?
                                                                          ·Working from their Hong Kong Central Offices
Have you dreamed of a fantastic lifestyle in Asia, where your earnings
                                                                          ·Support from sales coordinators in lead generation, appointment
are high and the cost of living is low?
                                                                          making and back office admin
Would you like to work in an office with full admin support?
                                                                          ·Basic salary of around $18,500HK per month if required
Selling a range of top products from top providers?
                                                                          ·Flights - return flights package included
For a company that is at the top of its game with an excellent
                                                                          ·Accommodation - deposit paid on your behalf
reputation?
                                                                          ·Accommodation - costs split for the first 2 months
With fantastic ongoing training and support?
                                                                          ·Visa assistance
                                                                          ·Open database of Ex-Pats in Hong Kong to work from
This is the company for you …
Our client firmly believe that an IFA/Wealth Manager/Financial Adviser
                                                                          Our client provides the 'best of breed' financial services to
should be willing and able to take the bull by the horns and develop
                                                                          individuals and small to medium-sized businesses. They are a fast
their own business, but they also understand the need for support. That
                                                                          moving company and need smart, vibrant and energetic people
is why they offer you the best range of products available in
                                                                          to join us. As a growth company they place considerable
China, along with:
                                                                          importance on our corporate values and encourage employees to
                                                                          fully embrace these values and incorporate them into their daily
Top levels of commissions and trail from day one.
                                                                          working life as a "culture of excellence":
Fully serviced office environment with excellent back-office support.
                                                                          Must hold a relevant degree or financial qualifications
Brilliant ongoing training from product providers and top-producing
                                                                          Our ideal candidate will be energetic and enthusiastic
consultants to help you maximise every opportunity.
                                                                          Knows how to prospect
Opportunities for advancement/senior roles going forward.
                                                                          Will appreciate the value of a lead
The client is looking for only the best IFA/Wealth Manager/Financial
                                                                          Willing to listen and be supported
Adviser candidates - those who wish to work hard as part of a very
tight team, and to reap the rewards of their own efforts supported by
a fantastic name in the industry.
SENIOR SALES MANAGER – HONG KONG
                                                                           We are currently recruiting an experienced and qualified Senior
                                                                           Sales Manager to manage a team of Wealth Managers in financial
                                                                           planning and wealth management services. A market-leading,
CUSTOMER RELATIONSHIP MANAGER –                                            client-driven, financial planning and wealth management
                                                                           consultancy. They strive to attract and retain the best personnel
HONG KONG                                                                  available in the financial services sector. The company is
Based in Hong Kong candidates will make and coordinate sales               experienced in both onshore and offshore wealth management
appointments for the firm's growing team of financial advisers.            with particular expertise in building wealth, succession planning,
Excellent telephone and interpersonal skills required. Must have           wealth preservation and asset protection. With a focus on holistic
financial services experience.                                             balance sheet management rather than product sales, they look
                                                                           to cement long-term advisory relationships with clients.
Our client is recognised as one of the most successful and regulated
independent advisory businesses in the offshore industry.                  The successful candidate then will encompass the following:
                                                                           •Will be able to demonstrate a considerable track record of
The role involves identifying and filtering leads as well as making and    achievement in Sales Management, preferably gained directly in
coordinating sales appointments for the growing team of financial          the Financial Services industry, or from an associated industry.
advisers. This role will suit an individual with a professional approach   •5 years man-management as a minimum would be ideal
alongside strong leadership skills and a drive for success. Candidates     •Either way, the candidate will be able to demonstrate significant
require the ability to identify and follow up leads through;               personal financial production as an Associate or Financial Adviser
referrals, networking and research.                                        •Must hold a relevant degree or financial qualifications
                                                                           •Will have the required gravitas and charisma to be able to
An excellent telephone manner and the ability to work to deadlines         manage a team of around 8 Wealth Managers, each of whom
and targets will be expected. This role has a clear career path with       have between 6 and 30 years’ experience
progression to position of an adviser within 6 – 12 months, upon           •Our ideal candidate will be energetic, enthusiastic, ambitious,
obtaining CIB license salary will increase. This client’s advisers have    approachable and driven
one of the best reputations in the industry.                               •Knows how to prospect,
                                                                           •Has aspiration for further development into new territories in the
Salary of HK$10,000pm, plus top rate commissions to see earnings rise      future, perhaps as Country/Territory Manager
to circa HK$400k/year OTE
World class organisation environment                                       The Package:
Excellent comprehensive training and development with own training
academy                                                                    •Negotiable Basic Salary (although indicative £47,000 sterling per
Clearly defined career path                                                annum)
Salary will increase on qualification                                      •Package of commissions and bonuses should see year one OTE as
                                                                           £180,000 to £200,000 sterling (includes production over-ride on
                                                                           team and personal production too)
                                                                           •Equity as a likely future benefit
                                                                           •Flights – return flights package included
                                                                           •Accommodation – deposit paid on your behalf
                                                                           •Accommodation – first month’s costs covered
                                                                           •Visa assistance
WEALTH MANAGER – MALAYSIA
                                                                           This prestigious and exceptionally stable client has been servicing
                                                                           the international expatriate community in Asia for the past 10
                                                                           years. They assist their expatriate clients in anything as simple as
SALES MANAGER – BANGKOK / THAILAND /                                       opening an offshore bank account or obtaining an offshore
HONG KONG                                                                  mortgage, through to discretionary portfolio management and
                                                                           estate planning.

We are offering you the chance to work with one of South East Asia         All Financial Consultants are qualified to the international
and China's best known and best respected Financial Planning               standards laid out by the Securities & Investment Institute of
organisations.                                                             London ICWM and/or by the appropriate financial services
                                                                           legislations laid out by the authority under which they are
With offices in Shanghai, Thailand, Malaysia and Vietnam this              regulated.
company has a reputation for excellence with their clients, and as a
great place to work with their staff.                                      ·    Solid Marketing budget
                                                                           ·    Long-term strategy - the client owns their own offices.
Recruiting Sales Manager position for leading financial advisory firm in    ·    Multi-lingual website
Bangkok & Shanghai ... must have offshore financial experience ...          ·    Truly international staff - currently they have German,
                                                                           French, Japanese, American, NZ and UK consultants.
The Role:                                                                   ·    Flat Management structure
To motivate and lead a team of 6 – 8 experienced Financial                  ·    Exceptional back office-administration
Consultants                                                                 ·    Excellent reputation

Duties will include, but not be limited to:                                The Candidate must be:

·     Leading the team by example in everything you do                     ·     Highly experienced, qualified IFA/Financial Planner already
                                                                           based overseas
·     Advising and coaching on sales strategies                             ·    Solid and stable experience (3 years minimum) in Financial
                                                                           Services,
·     Managing compliance                                                   ·    You will be a ‘hunter’ profile, willing and able to develop
                                                                           leads and follow referral streams to develop your client base.
·   Networking to grow the client base and value of funds under
management                                                                 The Package

·     Develop your own book of business and personal sales                 ·     A draw of £1000UK is available for the first 3 months which in
                                                                           KL goes a long way when a one bedroom apartment in the city is
                                                                           only £300/month!
You must be willing to work on a commission only basis with a
negotiable override on the teams performance.                              ·     Top-Level commissions

                                                                           ·     Work Permits are provided
WEALTH MANAGER – MALAYSIA

·    Prestigious international brand in financial services
·    More than 20 years in the market
·    Supportive social and business network
·    Opportunity to trip in and out of neighbouring territories
·    Top commission rates
·    Flights paid
·    Co-ordinator support providing qualified appointments
·    Flat management structure - room to be yourself
·    Accommodation provided for first 3 months

They firmly believe that an IFA/Wealth Manager/Financial Adviser should be
willing and able to take the bull by the horns and develop their own
business, but they also understand the need for support. That is why they
look to give you as much support as possible as per the above list - and it
works… when established you can expect to achieve as an IFA/Financial
Adviser/Consultant - Malaysia the kind of earnings many in the UK only
aspire to - one consultant regularly achieves personal commissions of
£50,000 per month and many others are earning £25,000 every month.
The client is looking for only the best IFA/Wealth Manager/Financial Adviser
candidates - those who wish to work hard as part of a very tight team, and
to reap the rewards of their own efforts supported by a fantastic name in
the industry. You need to have experience in this tough, competitive industry
and financial qualifications are necessary.
At once both a cinematic cityscape and a grimy urban front line, Rio
de Janeiro, known as the cidade maravilhosa (marvellous city), is
nothing if not exhilarating. Flanked by gorgeous mountains, white-sand
beaches and verdant rainforests fronting deep blue sea, Rio occupies
one of the most spectacular settings of any metropolis in the world.
Tack on one of the sexiest populations on the planet and you have an
intoxicating tropical cocktail that leaves visitors punch-drunk on
paradise – oh and lets not forget to mention business is booming there!
WEALTH MANAGER – RIO DE JANEIRO

·This company offers the unique combination of an independent consultancy with the innovative strength
of an active international financial advisory with access to the world's top funds, management groups
and an extensive range of investment products. Our client has their Head Office and Administration
centre located in the vibrant and exciting city of Rio De Janeiro in Brazil. With 15 years of experience in
South America and Africa, they work directly with AAA and AA+ European Financial Institutions with a
worldwide client base from over 70 countries.

Our client is interested in speaking with you if you are a talented individual with a solid sales pedigree and
the desire to achieve or exceed your ambition for success in the international financial services arena. If
you are passionate about your goals and dreams and willing to travel and live abroad then this
opportunity is for you - an independent financial consultancy with a reputation in the industry which is
second to none. A quality, service-orientated organisation delivering returns for you the consultant, along
with their clients worldwide.

The successful candidate will be able to demonstrate:

·     An exceptional track record in a Sales Industry (international experience an advantage)
·     Superb customer service focus
·     Outstanding communication skills (spoken and written)
·      Excellent organisational skills with attention to detail
·     The ability to deal with people of different nationalities and at all levels (including director level)
·     Networking skills to gain trust and expand circles of influence
·     Learns fast and is willing to take challenges to help build a strong business.
·     Responsible with the ability to use own initiative

You will be rewarded with an excellent commission structure to ensure that you are paid what you are
worth and not limited by salary boundaries – it’s purposely commission based because our client is looking
to attract only the most dynamic, self-motivated, driven and successful achievers. First year OTE $180K –
that’s based on pas adviser performance
BUSINESS DEVELOPMENT COORDINATOR
   FINANCIAL ANALYST – RIO DE JANEIRO                                                    RIO DE JANEIRO
                                                                            Business Development Managers to work with the existing team in
·This company offer the unique combination of an independent                Rio supporting the Financial Consultants with qualified
consultancy with the innovative strength of an active international         appointments and diary management – this is a pivotal role for the
financial advisory with access to the world's top                           continued success of the company and a wonderful opportunity
funds, management groups and an extensive range of investment               for the right candidate.
products.
With 15 years of experience in South America and Africa, they work          The profile our client is seeking is as follows. An individual who can:
directly with AAA and AA+ European Financial Institutions with a            Deal with people of different nationalities.
worldwide client base from over 70 countries.                               Networking to gain trust and expand circles of influence
                                                                            Learn fast and is willing to take challenges to help build a strong
Previous experience in a sales focused environment is                       business.
essential, along with a professional, confident telephone manner.           Previous experience in a sales focused contact environment is
Analyse and prepare financial operations/statements, maintain               essential.
accurate records in database, generating of reports and follow-             Professional, confident telephone manner.
ups of client's investment portfolios, monitoring                            Proactive in approach, highly driven and able to meet required
performance, updating spreadsheets of client's investments and              deadlines and sales targets.
funds.                                                                       Demonstrate experience achieving (or exceeding) sales
Will also follow up clients pending list weekly.                            goals/quotas.
                                                                            Make around 60/80 outbound calls per day to senior decision
The position also entails the use of interpersonal skills to build strong   makers and corporate contacts.
relationships with Private Banking clients and good communication           Take responsibility for your individual targets and be comfortable
skills to deal with internal and external customers.                        engaging in conversations at director level.

Strong Excel required (macro, VBA and pivot tables).                        In addition to the above the role will involve multi-faceted general
Be focussed and respect deadlines                                           office support, support to specific projects in the
Knowledge of investment policies, financial control and                     company, handling of private or sensitive corporate and client
accounting analyses.                                                        information, cold calling campaigns converting leads into
Fluent in English (written and spoken)                                      appointments, overseeing and managing agendas and
                                                                            confirming meetings.
You will be rewarded with:
Salary of $2,000USD per month                                               You will be provided with a number of existing client accounts to
Excellent bonuses which will see potential earnings up to $50/60k           manage, however generating new business is a key part of your
OTE                                                                         tasks.
All of the training you will need to make the best of this fantastic        On top of a basic salary of $2k/month, you will be rewarded with
opportunity will be provided for you.                                       an excellent commission structure to ensure that you are paid
                                                                            what you are worth and not limited by salary boundaries.
                                                                            All of the training you will need to make the best of this fantastic
                                                                            opportunity will be provided for you.
Moscow is a city of superlatives. It boasts the most billionaires, the most
expensive cups of coffee and – coming soon – the most colossal
building in the world.
BUSINESS DEVELOPMENT COORDINATOR–
               MOSCOW
Salary : $1000 Guaranteed Commission per month, OTE $60000
One of Europe's best known and respected companies is looking
to recruit a Co-ordinator for their new Moscow office. Based in the
historic city of Moscow you will be working with a team of Financial                WEALTH MANAGER - MOSCOW
Consultants with the career path available for you to become a
Consultant too.                                                            The company’s growth is organic and very impressive with a well
The company offers a range of financial services to businesses and         established reputation for excellence in this market place.
families right across Moscow. The role of Co-ordinator is a key role
within the company. You will be responsible for working with               Key particulars of the Wealth Manager opportunity.
potential and existing clients and supporting the team of                  ·Fantastic International reputation achieved through ethical
experienced Financial Consultants in developing their network of           advice to valued clients
clients. You will be proactively seeking new clients and booking           ·Extensive advertising and sponsorship of high profile events
appointments over the telephone for Consultants to attend, whilst          Working as a Wealth Manager with this Company is a fantastic
offering hands on assistance in their day to day work.                     opportunity for experienced Financial Sales professionals to earn a
Perhaps one of the best things about this opportunity though is that       very substantial income with a company whose ethics match their
if offers a true career development path. The client prides                desire for growth.
themselves on the training of staff and developing them to be the          Applications for the role of Wealth Manager would be most
stars of the future. Their training program will set you up for a          welcome from those who are
fantastic future in financial services. If successful, within 12 months    ·Experienced in Financial sales or Wealth Management
you could be earning in excess of $150,000 per year once you               ·Already located and working in Financial Sales in Holland or
qualify as a Wealth Manager, or as an Office Manager where you             prepared to re locate to Holland
will have the opportunity to earn an override on the team                  ·Enjoy working at the coal face in a fast paced environment
performance.                                                               ·Desire to earn very high uncapped commissions based on their
To apply for the role of you need:                                         own success
·A strong track record in telesales or outbound sales
·Excellent professional communication style                                Top rate commissions and especially suited to someone already
·Bags of self-confidence                                                   familiar with the territory.
·Good diary and time-management skills
·Determination to hit targets
·Energy and passion for Financial Services and Sales
·A real desire to develop your career with a top company
The reward package will see you achieve earnings of up to $60,000
in year one, with unlimited potential for more.
So, if you want to really kick-start your Financial Services career with
one of the best financial packages and companies in the
market, in a vibrant location.
Offshore Opportunities In Financial Services Lee Kirkpatrick

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Offshore Opportunities In Financial Services Lee Kirkpatrick

  • 1. A showcase of current opportunities in offshore financial sales …
  • 2. So what’s all the fuss about? In 2006, almost one in 10 British citizens were living overseas, according to a study of people coming in and out of the UK. Studies by the Institute for Public Policy Research, published on the BBC News website, indicate that at least 5.5m British-born people live abroad. That figures has now almost tripled in 6 years. Figures suggest the rate of departure has been so great that population falls are only masked by immigration. While Australia and Spain are the top locations, increasing numbers are heading to major Asian economies for increased job prospects, pay and better way of life. According to the Daily Mail in 2012, Nine out of ten expats are so glad to be gone! The grass really is greener for expats. Nine out of ten say their quality of life has improved - earning more and enjoying better conditions than they would have in Britain. On average, pay for managers and professionals who choose to work abroad is up to £20,000 higher than they would get here. The findings from a study by NatWest underline the reasons why emigration among Britons has reached record highs. It suggests that the attractions for talented and able workers of quitting Britain are strengthening during the recession as private sector wages stagnate and public services threaten to deteriorate. More than 200,000 British citizens left the country to live abroad in 2006, followed by another 169,000 in 2007. But in 2007 only 75,000 Britons who had been living or working in a foreign country chose to return - again a record low. The bank's Quality of Life report said that 19 per cent of those working abroad currently intend to come back to Britain at some time, down from more than a quarter, 26 per cent, two years ago. It said: 'When it comes to living and working overseas the advantages come thick and fast. Working hours are far less intensive and expats say they manage to achieve a better work/life balance with much more leisure time. 'Professional expats can earn significantly more than their peers back home. On average an expat professional's salary is up to £20,000 higher than their UK counterparts.‘
  • 3.
  • 4. Did you know, there are 748,010 British expats living in the EU? We have opportunities to work for large corporate brands or the option to work more independently as part of a network anywhere in Europe
  • 5. SPAIN - Barcelona, Madrid, Costa del Sol, Murcia One of Europe’s best International Financial Houses is recruiting experienced Financial Adviser candidates for: ·MADRID ITALY – Milan / Rome ·BARCELONA ·MALLORCA This is a tremendous opportunity to work with one of the fastest- ·MURCIA growing and best respected of our Flagship European Clients. ·COSTA DEL SOL They pay top rates of commission and trail from day one. This award-winning client is seeking ambitious, driven, enthusiastic ·Fantastic International reputation achieved through ethical and committed IFA/Financial Adviser candidates. You should be a advice to valued clients qualified and experienced IFA/Financial Adviser – either working in ·Extensive advertising and sponsorship of high profile events one of the locations mentioned or with strong links to the area – in ·Great opportunity to start earning commissions very quickly either case you will be the type of person who is able to build Working as a Wealth Manager with this Company is a fantastic strong relationships and convert these into repeat business. opportunity for an experienced Financial Sales Professional/ You will be allied with a company with one of the strongest names Wealth Manager to earn a very substantial income with a in expat financial services, ethical, respected and successful with company whose ethics match their desire for growth. excellent marketing and back-office support. ·Experienced in Financial sales or Wealth Management As an IFA/Financial Adviser with this client you will benefit from: ·Already located and working in Financial Sales in Italy ·A first-class brand with a reputation to enhance your own skills ·Prepared to re locate to Italy ·The opportunity to earn uncapped commissions with trail ·Enjoy working at the coal face in a fast paced environment ·Fantastic range of product providers ·Desire to earn very high uncapped commissions based on their ·On-going Training and Support own success ·Links with some of the most prestigious of events, venues and organisations ·Advertising and back-office support ·A fantastic lifestyle upgrade in a beautiful location
  • 6. Financial Services Co-ordinator - ROME AMSTERDAM & THE HAGUE Salary : Uncapped commission, first year OTE £60,000 Salary : OTE £100K + Commission One of Europe's best known and respected companies is looking 6/7 qualified appointments provided per week makes this one of to recruit a Co-ordinator for their new Rome office. Based in the the best Wealth Manager roles available. Our client, a well- historic city of Rome you will be working with a team of Financial established and successful Financial Services company are looking Consultants with the career path available for you to become a to Recruit Wealth Managers / Financial Advisers to join their Consultant too. The company offers a range of financial services to expanding operation in Amsterdam. The company’s growth is businesses and families right across Italy. organic and very impressive with a well established reputation for The role of Co-ordinator is a key role within the company. You will excellence in this market place. be responsible for working with potential and existing clients and Key particulars of the Wealth Manager opportunity. supporting the team of experienced Financial Consultants in ·Support from sales coordinators in lead generation, appointment developing their network of clients. You will be proactively seeking making and back office admin new clients and booking appointments over the telephone for ·Fantastic International reputation achieved through ethical Consultants to attend, whilst offering hands on assistance in their advice to valued clients day to day work. ·Extensive advertising and sponsorship of high profile events Perhaps one of the best things about this opportunity though is that Working as a Wealth Manager with this Company is a fantastic if offers a true career development path. The client prides opportunity for experienced Financial Sales professionals to earn a themselves on the training of staff and developing them to be the very substantial income with a company whose ethics match their stars of the future. desire for growth. Their training program will set you up for a fantastic future in Applications for the role of Wealth Manager would be most financial services. If successful, within 12 months you could be welcome from those who are earning in excess of £150,000 per year once you qualify as a ·Experienced in Financial sales or Wealth Management Wealth Manager, or as an Office Manager where you will have the ·Already located and working in Financial Sales in Holland or opportunity to earn an override on the team performance. prepared to re locate to Holland To apply for the role of you need: ·Enjoy working at the coal face in a fast paced environment ·A strong track record in telesales or outbound sales ·Desire to earn very high uncapped commissions based on their ·Excellent professional communication style own success ·Bags of self-confidence ·Good diary and time-management skills ·Determination to hit targets ·Energy and passion for Financial Services and Sales ·A real desire to develop your career with a top company The reward package will see you achieve earnings of up to £60,000 in year one, with unlimited potential for more.
  • 7. GENEVA & FRANKFURT - Financial Sales AMSTERDAM & THE HAGUE Salary : Realistic OTE £150,000 Salary : OTE £150K An outstanding opportunity has arisen for a qualified IFA/Financial 6/7 qualified appointments provided per week makes this one of Planner to join an exceptional Financial Planning company with the best Wealth Manager roles available. Our client, a well- offices in Geneva. established and successful Financial Services company are looking The company is internationally respected and noted for its to Recruit Wealth Managers / Financial Advisers to join their vital, impartial wealth management and financial planning advice expanding operation in Amsterdam. The company’s growth is to international expatriates and Geneva is one of their primary organic and very impressive with a well established reputation for locations for the next stage in your already spectacular career. excellence in this market place. Fully regulated and licensed in this very lucrative and well Key particulars of the Wealth Manager opportunity. established location, the company is established, stable and ·Support from sales coordinators in lead generation, appointment reliable with minimum staff turnover – unusual in this very fluid making and back office admin industry. ·Fantastic International reputation achieved through ethical Applicants for the role will undergo a stringent selection process advice to valued clients where amongst other key qualities they will be examined for ·Extensive advertising and sponsorship of high profile events excellent communication Working as a Wealth Manager with this Company is a fantastic skills, honesty, determination, dependability and integrity. opportunity for experienced Financial Sales professionals to earn a You will be able to achieve the levels of success you deserve very substantial income with a company whose ethics match their through a partnership with this respectful and supportive company. desire for growth. · You will be a highly experienced, qualified IFA/Financial Applications for the role of Wealth Manager would be most Planner either UK based (FSA registered) or already based welcome from those who are overseas. ·Experienced in Financial sales or Wealth Management · You will have experience in the industry and preferably the ·Already located and working in Financial Sales in Holland or region.. prepared to re locate to Holland · You will be a ‘hunter’ profile, willing and able to develop ·Enjoy working at the coal face in a fast paced environment leads and follow referral streams to develop your client base. ·Desire to earn very high uncapped commissions based on their · You will be keen to grow your client base and earnings own success and, if appropriate, perhaps consider the career-development opportunities open to you with this company – as they grow and expand the need for senior positions increases too. Finally, development and mentoring are integral with this company – you will be part of an organisation that understand that their success is built on your success and the management team are incentivised to ensure you succeed from the off.
  • 8. FRANCE - Bordeaux / Dordogne Salary : Uncapped commissions and trail OTE Year 1 £100,000+) One of Europe’s best International Financial Houses has asked us to find first-class, experienced IFA/Financial Adviser candidates for: ·BORDEAUX ·DORDOGNE ·This award-winning client is seeking ambitious, driven, enthusiastic and committed IFA/Financial Adviser candidates. You should be a qualified and experienced IFA/Financial Adviser – either working in one of the locations mentioned or with strong links to the area – in either case you will be the type of person who is able to build strong relationships and convert these into repeat business. You will be allied with a company with one of the strongest names in expat financial services, ethical, respected and successful with excellent marketing and back-office support. As an IFA/Financial Adviser with this client you will benefit from: ·A first-class brand with a reputation to enhance your own skills ·The opportunity to earn uncapped commissions with trail ·Fantastic range of product providers ·On-going Training and Support ·Links with some of the most prestigious of events, venues and organisations ·Advertising and back-office support ·A fantastic lifestyle upgrade in a beautiful location
  • 9. In the United Arab Emirates, expatriates make up more than 70% of the total population Ex-pats and HNW individuals are still attracted to live and work in Dubai for all of the following reasons: Robust, open economy – still exceptionally strong by comparison with most of the world. Secure and stable – politically stable with sound economic policy, Dubai is rated one of the two top cities in the Middle East for quality of life. Tax-free earnings! Proximity to growing regions such as India and China promoting significant trading opportunities. Excellent infrastructure – telecoms, internet, roads, ports and airports are truly world-class. For all of the above reasons many multi-national companies have a base here. For those looking for a retirement strategy then Qatar may be the place for you. The market in Qatar is very buoyant. Qatar’s economy grew by over 19% in 2010 making it the fastest in the world at that time. There are much fewer Financial Planning companies operating in Qatar than say the UAE and even fewer properly licensed to do so – this makes the opportunity more attractive still as there is less intense canvassing of the same potential clients.
  • 10. DUBAI – EXPERIENCED OFFSHORE ADVISOR Our client is currently looking to expand its team of financial advisers in Al Ain, Dubai and Ras Al Khaimah. They work differently from many of the larger brokerages in the region in that they do not have the numerous layers of management that many other brokerages do. Because they do not have all the auxiliary costs of the larger DUBAI / QATAR brokerage, they can pay consultants more than the industry An outstanding opportunity has arisen for a qualified IFA/Financial average. Planner to join an exceptional Financial Planning company with offices in Qatar and Dubai If you are a financial consultant and have... Full UK CeFA, FPC or equivalent qualifications The company is internationally respected and noted for its vital, At 2 years offshore experience preferably in the UAE but other impartial wealth management and financial planning advice to regions considered international expatriates and Qatar is one of their primary locations The intention of remaining in the UAE for the foreseeable future for the next stage in your already spectacular career. An unblemished sales record Fully regulated and licensed in this very lucrative and equally ... and can obtain character references from two financial challenging location, the company is established, stable and institutions, this is what our client can offer: reliable with minimum staff turnover – unusual in this very fluid industry. Market leading commission. 100% of base commission (i.e. 3x notional) for indemnified commissions and 75% of all renewal, trail You must be a qualified advisor to work in Qatar. Qatar in and non-indemnified commissions; i.e. if you are on 80% particular, unlike many of the Gulf countries and states, has tough commission now, they pay 25% more from day one! regulation and requires Financial Planners to demonstrate their Fortnightly pay ethics and qualifications from the off. Please do not apply for this All your clients and prospects can receive their highly praised role is you are not able to withstand this stringent process and monthly newsletter and mail shots; an excellent way to generate come out the other side with flying colours! extra warm leads and referrals. A range of value added services designed to generate repeat Our client has a solid reputation in both locations business and referrals. Full administrative and sales support. The client also has an administration office with administrative and broker support as well as ‘cloud’ sales, administration and pipeline software which enables consultants and coordinators to instantly access client details, synchronise diaries or check for pipeline updates; 24 hours a day from anywhere in the world. A consultant on 80% who earns $200,000 a year at present, would earn over $250,000 per annum with this client!
  • 11. Asia is the largest continent on planet Earth, and also the most populous one. Four billion people strong, Asia accounts for 60 percent of the world’s population. For the other 40 percent, Asia represents a culturally rich and exotic place, where people can go to enrich their life, and grow as a person. http://www.labourmobility.com/2011-top-cities-to-live-and-work- abroad-in-asia/
  • 12. BUSINESS DEVELOPMENT COORDINATOR – WEALTH MANAGER - SHANGHAI & BEIJING SHANGHAI One of China's longest serving financial advisory companies is The successful candidate will be part of a team working with Our Clients international operations were founded in 1994 on the directly with Senior Advisors. The role involves prospecting principles of trust, professionalism and partnership. We have built our appointments - leads will be provided along with ongoing support business by implementing these principles to benefit expatriates and development with an opportunity to advance to Trainee around the world. As independent financial consultants, they provide Advisor based on performance. unbiased advice and access to the world’s top investment management groups. The successful candidate will be ambitious and personable with a Role profile: proven track record in prospecting and generating new business. We are currently recruiting experienced and qualified Advisors to work in financial planning and wealth management services. Alternatively, About the company: if you can clearly demonstrate success in a sales environment and are eager to start a career in finance you will be considered. · A refined, professional company with an excellent reputation Support: and brand Our Client is a fully licensed Wholly Foreign Owned Enterprise (WFOE) · Established and well managed (oldest expatriate IFA in maintaining full legal recognition and framework in all areas of the China) world they operate in. · High quality advice They offer the following support and services to their international · High quality service (every new HNW client is personally team in Asia-Pacific Region: contacted by the FSP,MSP) · Payroll Department · Solid infrastructure · I.T. Department · Excellent offices · HR & Visa support · Dedicated IT/Payroll/Marketing · Marketing Department · Private client events and local sponsorships are run on a · Administration Support regular basis · Database Management support · Business Development Managers The ideal candidate will be energetic and enthusiastic: · Recruitment Department · Knows how to prospect · Sales Support team · Will work on a salary + commission basis · Technical Support Manager · Will appreciate the value of a lead · Client Services team · Willing to listen and be trained · Wealth Management Service The Package: The client is offering a package for new recruits which may They are offering a package for new recruits to include: include: · Flights - reimbursed after a successful initial 3-month period · Accommodation - provided for up to 6 months Accommodation – provided for up to 6 months (if relocating from · Visa assistance overseas) Career Progression: £1,200 GBP / $2,000 USD monthly salary (tax free) · The role offers a defined career path for those wishing to progress - Performance related bonus there are 4 stages of progression beginning with the role of Associate Salary Review after passing probationary period* and ultimately Partner. Full working Visa* 5 weeks Paid Holiday
  • 13. WEALTH MANAGER - SHANGHAI / WEALTH MANAGER – HONG KONG BANGKOK / HONG KONG Established for more than 20 years in Hong Kong our client is one of "Hong Kong’s Most Valuable Companies 2010" and holds time- We are offering you the chance to work with one of South East Asia honoured relationships with HKSFC, HKCIB and MPFSA, Hong Kong’s and China's best known and best respected Financial Planning regulators. It is owned by its staff and, on a daily basis, works organisations. towards the vision: With offices in Shanghai, Thailand, Malaysia and Vietnam this A market-leading, client-driven, financial planning and wealth company has a reputation for excellence with their clients, and as a management consultancy. great place to work with their staff. "With a focus on holistic balance sheet management rather than product sales, we look to cement long-term advisory relationships with our clients." Are working in Financial Services as an IFA/Wealth/Manager/Financial Adviser or have always aspired to be? ·Working from their Hong Kong Central Offices Have you dreamed of a fantastic lifestyle in Asia, where your earnings ·Support from sales coordinators in lead generation, appointment are high and the cost of living is low? making and back office admin Would you like to work in an office with full admin support? ·Basic salary of around $18,500HK per month if required Selling a range of top products from top providers? ·Flights - return flights package included For a company that is at the top of its game with an excellent ·Accommodation - deposit paid on your behalf reputation? ·Accommodation - costs split for the first 2 months With fantastic ongoing training and support? ·Visa assistance ·Open database of Ex-Pats in Hong Kong to work from This is the company for you … Our client firmly believe that an IFA/Wealth Manager/Financial Adviser Our client provides the 'best of breed' financial services to should be willing and able to take the bull by the horns and develop individuals and small to medium-sized businesses. They are a fast their own business, but they also understand the need for support. That moving company and need smart, vibrant and energetic people is why they offer you the best range of products available in to join us. As a growth company they place considerable China, along with: importance on our corporate values and encourage employees to fully embrace these values and incorporate them into their daily Top levels of commissions and trail from day one. working life as a "culture of excellence": Fully serviced office environment with excellent back-office support. Must hold a relevant degree or financial qualifications Brilliant ongoing training from product providers and top-producing Our ideal candidate will be energetic and enthusiastic consultants to help you maximise every opportunity. Knows how to prospect Opportunities for advancement/senior roles going forward. Will appreciate the value of a lead The client is looking for only the best IFA/Wealth Manager/Financial Willing to listen and be supported Adviser candidates - those who wish to work hard as part of a very tight team, and to reap the rewards of their own efforts supported by a fantastic name in the industry.
  • 14. SENIOR SALES MANAGER – HONG KONG We are currently recruiting an experienced and qualified Senior Sales Manager to manage a team of Wealth Managers in financial planning and wealth management services. A market-leading, CUSTOMER RELATIONSHIP MANAGER – client-driven, financial planning and wealth management consultancy. They strive to attract and retain the best personnel HONG KONG available in the financial services sector. The company is Based in Hong Kong candidates will make and coordinate sales experienced in both onshore and offshore wealth management appointments for the firm's growing team of financial advisers. with particular expertise in building wealth, succession planning, Excellent telephone and interpersonal skills required. Must have wealth preservation and asset protection. With a focus on holistic financial services experience. balance sheet management rather than product sales, they look to cement long-term advisory relationships with clients. Our client is recognised as one of the most successful and regulated independent advisory businesses in the offshore industry. The successful candidate then will encompass the following: •Will be able to demonstrate a considerable track record of The role involves identifying and filtering leads as well as making and achievement in Sales Management, preferably gained directly in coordinating sales appointments for the growing team of financial the Financial Services industry, or from an associated industry. advisers. This role will suit an individual with a professional approach •5 years man-management as a minimum would be ideal alongside strong leadership skills and a drive for success. Candidates •Either way, the candidate will be able to demonstrate significant require the ability to identify and follow up leads through; personal financial production as an Associate or Financial Adviser referrals, networking and research. •Must hold a relevant degree or financial qualifications •Will have the required gravitas and charisma to be able to An excellent telephone manner and the ability to work to deadlines manage a team of around 8 Wealth Managers, each of whom and targets will be expected. This role has a clear career path with have between 6 and 30 years’ experience progression to position of an adviser within 6 – 12 months, upon •Our ideal candidate will be energetic, enthusiastic, ambitious, obtaining CIB license salary will increase. This client’s advisers have approachable and driven one of the best reputations in the industry. •Knows how to prospect, •Has aspiration for further development into new territories in the Salary of HK$10,000pm, plus top rate commissions to see earnings rise future, perhaps as Country/Territory Manager to circa HK$400k/year OTE World class organisation environment The Package: Excellent comprehensive training and development with own training academy •Negotiable Basic Salary (although indicative £47,000 sterling per Clearly defined career path annum) Salary will increase on qualification •Package of commissions and bonuses should see year one OTE as £180,000 to £200,000 sterling (includes production over-ride on team and personal production too) •Equity as a likely future benefit •Flights – return flights package included •Accommodation – deposit paid on your behalf •Accommodation – first month’s costs covered •Visa assistance
  • 15. WEALTH MANAGER – MALAYSIA This prestigious and exceptionally stable client has been servicing the international expatriate community in Asia for the past 10 years. They assist their expatriate clients in anything as simple as SALES MANAGER – BANGKOK / THAILAND / opening an offshore bank account or obtaining an offshore HONG KONG mortgage, through to discretionary portfolio management and estate planning. We are offering you the chance to work with one of South East Asia All Financial Consultants are qualified to the international and China's best known and best respected Financial Planning standards laid out by the Securities & Investment Institute of organisations. London ICWM and/or by the appropriate financial services legislations laid out by the authority under which they are With offices in Shanghai, Thailand, Malaysia and Vietnam this regulated. company has a reputation for excellence with their clients, and as a great place to work with their staff. · Solid Marketing budget · Long-term strategy - the client owns their own offices. Recruiting Sales Manager position for leading financial advisory firm in · Multi-lingual website Bangkok & Shanghai ... must have offshore financial experience ... · Truly international staff - currently they have German, French, Japanese, American, NZ and UK consultants. The Role: · Flat Management structure To motivate and lead a team of 6 – 8 experienced Financial · Exceptional back office-administration Consultants · Excellent reputation Duties will include, but not be limited to: The Candidate must be: · Leading the team by example in everything you do · Highly experienced, qualified IFA/Financial Planner already based overseas · Advising and coaching on sales strategies · Solid and stable experience (3 years minimum) in Financial Services, · Managing compliance · You will be a ‘hunter’ profile, willing and able to develop leads and follow referral streams to develop your client base. · Networking to grow the client base and value of funds under management The Package · Develop your own book of business and personal sales · A draw of £1000UK is available for the first 3 months which in KL goes a long way when a one bedroom apartment in the city is only £300/month! You must be willing to work on a commission only basis with a negotiable override on the teams performance. · Top-Level commissions · Work Permits are provided
  • 16. WEALTH MANAGER – MALAYSIA · Prestigious international brand in financial services · More than 20 years in the market · Supportive social and business network · Opportunity to trip in and out of neighbouring territories · Top commission rates · Flights paid · Co-ordinator support providing qualified appointments · Flat management structure - room to be yourself · Accommodation provided for first 3 months They firmly believe that an IFA/Wealth Manager/Financial Adviser should be willing and able to take the bull by the horns and develop their own business, but they also understand the need for support. That is why they look to give you as much support as possible as per the above list - and it works… when established you can expect to achieve as an IFA/Financial Adviser/Consultant - Malaysia the kind of earnings many in the UK only aspire to - one consultant regularly achieves personal commissions of £50,000 per month and many others are earning £25,000 every month. The client is looking for only the best IFA/Wealth Manager/Financial Adviser candidates - those who wish to work hard as part of a very tight team, and to reap the rewards of their own efforts supported by a fantastic name in the industry. You need to have experience in this tough, competitive industry and financial qualifications are necessary.
  • 17. At once both a cinematic cityscape and a grimy urban front line, Rio de Janeiro, known as the cidade maravilhosa (marvellous city), is nothing if not exhilarating. Flanked by gorgeous mountains, white-sand beaches and verdant rainforests fronting deep blue sea, Rio occupies one of the most spectacular settings of any metropolis in the world. Tack on one of the sexiest populations on the planet and you have an intoxicating tropical cocktail that leaves visitors punch-drunk on paradise – oh and lets not forget to mention business is booming there!
  • 18. WEALTH MANAGER – RIO DE JANEIRO ·This company offers the unique combination of an independent consultancy with the innovative strength of an active international financial advisory with access to the world's top funds, management groups and an extensive range of investment products. Our client has their Head Office and Administration centre located in the vibrant and exciting city of Rio De Janeiro in Brazil. With 15 years of experience in South America and Africa, they work directly with AAA and AA+ European Financial Institutions with a worldwide client base from over 70 countries. Our client is interested in speaking with you if you are a talented individual with a solid sales pedigree and the desire to achieve or exceed your ambition for success in the international financial services arena. If you are passionate about your goals and dreams and willing to travel and live abroad then this opportunity is for you - an independent financial consultancy with a reputation in the industry which is second to none. A quality, service-orientated organisation delivering returns for you the consultant, along with their clients worldwide. The successful candidate will be able to demonstrate: · An exceptional track record in a Sales Industry (international experience an advantage) · Superb customer service focus · Outstanding communication skills (spoken and written) · Excellent organisational skills with attention to detail · The ability to deal with people of different nationalities and at all levels (including director level) · Networking skills to gain trust and expand circles of influence · Learns fast and is willing to take challenges to help build a strong business. · Responsible with the ability to use own initiative You will be rewarded with an excellent commission structure to ensure that you are paid what you are worth and not limited by salary boundaries – it’s purposely commission based because our client is looking to attract only the most dynamic, self-motivated, driven and successful achievers. First year OTE $180K – that’s based on pas adviser performance
  • 19. BUSINESS DEVELOPMENT COORDINATOR FINANCIAL ANALYST – RIO DE JANEIRO RIO DE JANEIRO Business Development Managers to work with the existing team in ·This company offer the unique combination of an independent Rio supporting the Financial Consultants with qualified consultancy with the innovative strength of an active international appointments and diary management – this is a pivotal role for the financial advisory with access to the world's top continued success of the company and a wonderful opportunity funds, management groups and an extensive range of investment for the right candidate. products. With 15 years of experience in South America and Africa, they work The profile our client is seeking is as follows. An individual who can: directly with AAA and AA+ European Financial Institutions with a Deal with people of different nationalities. worldwide client base from over 70 countries. Networking to gain trust and expand circles of influence Learn fast and is willing to take challenges to help build a strong Previous experience in a sales focused environment is business. essential, along with a professional, confident telephone manner. Previous experience in a sales focused contact environment is Analyse and prepare financial operations/statements, maintain essential. accurate records in database, generating of reports and follow- Professional, confident telephone manner. ups of client's investment portfolios, monitoring Proactive in approach, highly driven and able to meet required performance, updating spreadsheets of client's investments and deadlines and sales targets. funds. Demonstrate experience achieving (or exceeding) sales Will also follow up clients pending list weekly. goals/quotas. Make around 60/80 outbound calls per day to senior decision The position also entails the use of interpersonal skills to build strong makers and corporate contacts. relationships with Private Banking clients and good communication Take responsibility for your individual targets and be comfortable skills to deal with internal and external customers. engaging in conversations at director level. Strong Excel required (macro, VBA and pivot tables). In addition to the above the role will involve multi-faceted general Be focussed and respect deadlines office support, support to specific projects in the Knowledge of investment policies, financial control and company, handling of private or sensitive corporate and client accounting analyses. information, cold calling campaigns converting leads into Fluent in English (written and spoken) appointments, overseeing and managing agendas and confirming meetings. You will be rewarded with: Salary of $2,000USD per month You will be provided with a number of existing client accounts to Excellent bonuses which will see potential earnings up to $50/60k manage, however generating new business is a key part of your OTE tasks. All of the training you will need to make the best of this fantastic On top of a basic salary of $2k/month, you will be rewarded with opportunity will be provided for you. an excellent commission structure to ensure that you are paid what you are worth and not limited by salary boundaries. All of the training you will need to make the best of this fantastic opportunity will be provided for you.
  • 20. Moscow is a city of superlatives. It boasts the most billionaires, the most expensive cups of coffee and – coming soon – the most colossal building in the world.
  • 21. BUSINESS DEVELOPMENT COORDINATOR– MOSCOW Salary : $1000 Guaranteed Commission per month, OTE $60000 One of Europe's best known and respected companies is looking to recruit a Co-ordinator for their new Moscow office. Based in the historic city of Moscow you will be working with a team of Financial WEALTH MANAGER - MOSCOW Consultants with the career path available for you to become a Consultant too. The company’s growth is organic and very impressive with a well The company offers a range of financial services to businesses and established reputation for excellence in this market place. families right across Moscow. The role of Co-ordinator is a key role within the company. You will be responsible for working with Key particulars of the Wealth Manager opportunity. potential and existing clients and supporting the team of ·Fantastic International reputation achieved through ethical experienced Financial Consultants in developing their network of advice to valued clients clients. You will be proactively seeking new clients and booking ·Extensive advertising and sponsorship of high profile events appointments over the telephone for Consultants to attend, whilst Working as a Wealth Manager with this Company is a fantastic offering hands on assistance in their day to day work. opportunity for experienced Financial Sales professionals to earn a Perhaps one of the best things about this opportunity though is that very substantial income with a company whose ethics match their if offers a true career development path. The client prides desire for growth. themselves on the training of staff and developing them to be the Applications for the role of Wealth Manager would be most stars of the future. Their training program will set you up for a welcome from those who are fantastic future in financial services. If successful, within 12 months ·Experienced in Financial sales or Wealth Management you could be earning in excess of $150,000 per year once you ·Already located and working in Financial Sales in Holland or qualify as a Wealth Manager, or as an Office Manager where you prepared to re locate to Holland will have the opportunity to earn an override on the team ·Enjoy working at the coal face in a fast paced environment performance. ·Desire to earn very high uncapped commissions based on their To apply for the role of you need: own success ·A strong track record in telesales or outbound sales ·Excellent professional communication style Top rate commissions and especially suited to someone already ·Bags of self-confidence familiar with the territory. ·Good diary and time-management skills ·Determination to hit targets ·Energy and passion for Financial Services and Sales ·A real desire to develop your career with a top company The reward package will see you achieve earnings of up to $60,000 in year one, with unlimited potential for more. So, if you want to really kick-start your Financial Services career with one of the best financial packages and companies in the market, in a vibrant location.