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Recommended
Financial Dotor.pdf
IFA’s: When last have you
seen the doctor?
Most of you financial advisors encourage your clients to consider a financial health checkup of sorts…but what bout YOU?
We have ground breaking remedies especially for IFA's & BDM’s suffering from common and some more serious job related ailments like:-
1) Pain in the butt syndrome caused by having to sell crypto and tech APPs mostly.
2) Severe cramps caused by commission stress.
3) Nausea caused by a lack of back office support.
4) Hair loss caused by too much red tape to get basic tasks done...
5) Blurry vision caused by trying to navigate layers and layers of management.
6) Identity crisis -- Common in some large IFA groups where you feel like a number, -getting lost in the masses.
7) Knob-olitis : A common contagious disease, often passed along within certain firms.
8) Fake News : Made popular by Trump, but perfected by some inhouse recruiters painting an unrealistic picture of your new job!
9) Blah-blah virus : The all too common "all-talk-and-no-action" strain with various mutations.
There's still no known cure...best just to AVOID those who show any symptoms.
Let the financial doctor help
Speak to me today!
Millennials and their money.pdf
Millennials (also known as Generation Y, Generation Me and Echo Boomers) are the
demographic cohort following Generation X. There are no precise dates for when this cohort starts or ends; demographers and researchers typically use the early 1980s as starting birth years and ending birth years ranging from the mid-1990s to early 2000s. In August 1993, an Ad Age editorial coined the phrase Generation Y to describe those who were aged 11 or younger as well as the teenagers of the upcoming ten years who were defined as different from Generation X.[4] Since then, the company has sometimes used 1982 as the starting birth
year.[5] According to Horovitz, in 2012, Ad Age "threw in the towel by conceding that Millennials is a better name than Gen Y".
https://www.ifa-jobs.com
Jobs jobs jobs.pdf
🔥 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘄𝗮𝗻𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗔𝗘 𝗮𝗻𝗱 𝗚𝘂𝗹𝗳 𝗿𝗲𝗴𝗶𝗼𝗻 🔥
Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.
They are looking for an exceptional salespersons, specialized in general insurance & investments to join the largest advisory firm in the region.
• Would you perhaps like to explore your options as an IFA in the international arena?
• Would you like to SELL to clients and avoid mountains of paperwork?
• Would you like to work in exotic locations?
• Would you like to engage international prospects who actually NEED your advice?
• Your efforts=Your rewards – Does that interest you?
See more at https://www.ifa-jobs.com
#UAE #Dubai #Kuwait #Bahrain #Doha #Qatar
Are you feeling a bit tied up?
Are you feeling a bit tied up and restricted in your financial services career these days?
WE have some incredible job options for you all around the world.
Experience the Beach Life.pdf
Hi everybody,
Due to aggressive expansion, my boutique international offshore financial advisory client is looking for experienced financial advisors in to join them in Bangkok, Thailand.
"Opportunity Asia" now in FULL swing...the chance of a lifetime for financial advisors and coordinators. I have lived and worked as an IFA myself in Thailand from 2010 to 2015 approximately, and the family and I had an absolute BALL.
The story of my South East Asian client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.
Our client is also looking for an experienced offshore IFA Manager to lead a team who will provide private wealth management and financial planning services to individual, family & corporate clients based in Thailand and surrounding regions.
𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗮𝗻 𝗮𝗱𝘃𝗶𝘀𝗼𝗿:
• Would you perhaps like to explore your options as an IFA in the international arena
• Would you like to help clients and avoid mountains of paperwork as is needed in the UK?
• Would you like to work in exotic locations?
• Would you like to engage international prospects who actually NEED your advice?
• 𝗬𝗼𝘂𝗿 𝗲𝗳𝗳𝗼𝗿𝘁𝘀=𝗬𝗼𝘂𝗿 𝗿𝗲𝘄𝗮𝗿𝗱𝘀 – Does that interest you?
𝗪𝗵𝗮𝘁 𝗶𝘀 𝗼𝗻 𝗼𝗳𝗳𝗲𝗿?
Depending on experience, a retainer will be paid to the manager the first 6 months plus the first 3 months of accommodation will be covered. Consultants would get a 3 months retainer plus first 3 months accommodation covered.
𝕊𝕠, 𝕨𝕙𝕒𝕥 𝕒𝕣𝕖 𝕪𝕠𝕦 𝕨𝕒𝕚𝕥𝕚𝕟𝕘 𝕗𝕠𝕣??
#investments #wealthmanagement #linkedin #finances #job #financialservices #bangkok #Thailand #Asia #Phuket #Huahin #BKK
Financial Advisor Bangkok
🔥 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗕𝗮𝗻𝗴𝗸𝗼𝗸 🔥
Hi everyone...my long established (founded in HK in 1966) IFA client just opened a new office in Bangkok.
If you're an experienced international financial advisor and have lead teams before, then this will be right up your alley. Roles for ordinary consultants as well, so feel free to inquire. This is an ideal opportunity to make your mark in a brand new operation.
I've spent a good 4 years with my family in the region as a financial myself. We then swung by BKK for a few months just before landing in Panama again in 2019, and yep....its STILL an awesome and amazing place to live and work in! 💥😎
These opportunities do not come by very often, and if you're from industry you will know this...so, 𝗱𝗼𝗻'𝘁 𝗱𝗲𝗹𝗮𝘆 𝗮𝘀 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗴𝗼 𝗤𝗨𝗜𝗖𝗞𝗟𝗬!
Contact details in the slide below: ⤵️⤵️⤵️ Do it 𝙉𝙊𝙒!
#investments #wealthmanagement #linkedin #finances #job #financialservices #bangkok #Thailand #Asia #Phuket #Huahin #BKK
The new way of doing business.pdf
🔥𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀🔥
Is it time for a positive change on your side?
• Would you perhaps like to explore your options as an IFA and see what you might be missing out on?
• Would you like to avoid being region restricted and do business just about anywhere in the world?
• Your efforts = Your rewards – Does that interest you?
Look, talking about jobs and finances is often as exciting as getting a colonoscopy, or having to go to the dentist…or even watching paint dry or grass grow for some. 😅
BUT for those who are successful IFA's, the rewarding part is the flexibility of the job and the good living you can make as a respected IFA, really helping people plan for their financial futures. There's NOTHING wrong with that, right?
So it goes without saying then, that working with the best IFA company is CRUCIAL! To ensure that, you ideally need to be talking to an expert, someone who’s been where you are. I've done what you do for about a decade, working in 4 countries, I got featured in CEO magazines, got invited on TV a few times and now run the no.1 advisory and wealth management placement agency in the game for people like YOU - Financial Advisors.
So, not having a good reason to speak to the BEST at what I do, is a very good reason to do just that. Also not having a good reason to STAY where you are, is often a good reason to perhaps GO....just a thought! 💪🏻
So, inbox me...I am in the destiny intervention business after all...see my LinkedIn recommendations from people just like you. I am here to help. 👍😎
#investments #wealthmanagement #linkedin #finances #job #financialservices
Financial Advisors Business Developement Managers.pdf
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 𝗼𝘃𝗲𝗿 !! Due to aggressive affirmative action, my very classy international wealth management client is looking for experienced financial advisors who are keen to live and work in Latin America.
"Operation Pina Colada" now in FULL pre-launch mode...the chance of a lifetime for experienced financial advisors to get in on the ground floor...𝙉𝙊𝙊𝙊𝙒!
Before getting too excited, my client will NOT be looking at "the usual IFA crowd" ie folks changing companies every other year. Yep, careful and VERY biased selection is going to be the driving force to get a seat at this unique round table.
I welcome family office guys...TOP tier IFA's-...those who simply know that they are at the top of their sport, to express interest. You know who you are. Contact details is on the last slide.
Ok, so if I did this right, I expect 𝘷𝘦𝘳𝘺 𝘧𝘦𝘸 𝘱𝘦𝘰𝘱𝘭𝘦 to send me a message, so 🤞🏻. Not sure why I'm even saying this...but since it's weekend: 𝙄𝙛 𝙮𝙤𝙪 𝙛𝙖𝙡𝙡 𝙞𝙣 𝙩𝙝𝙖𝙩 𝙚𝙣𝙫𝙞𝙖𝙗𝙡𝙚 𝙘𝙖𝙩𝙚𝙜𝙤𝙧𝙮, then well, you know what to do and I don't have to post any links or say more. 😎
Read more below: 👇🏻👇🏻👇🏻
#investments #wealthmanagement #linkedin #finances #job #financialservices
Recommended
Financial Dotor.pdf
IFA’s: When last have you
seen the doctor?
Most of you financial advisors encourage your clients to consider a financial health checkup of sorts…but what bout YOU?
We have ground breaking remedies especially for IFA's & BDM’s suffering from common and some more serious job related ailments like:-
1) Pain in the butt syndrome caused by having to sell crypto and tech APPs mostly.
2) Severe cramps caused by commission stress.
3) Nausea caused by a lack of back office support.
4) Hair loss caused by too much red tape to get basic tasks done...
5) Blurry vision caused by trying to navigate layers and layers of management.
6) Identity crisis -- Common in some large IFA groups where you feel like a number, -getting lost in the masses.
7) Knob-olitis : A common contagious disease, often passed along within certain firms.
8) Fake News : Made popular by Trump, but perfected by some inhouse recruiters painting an unrealistic picture of your new job!
9) Blah-blah virus : The all too common "all-talk-and-no-action" strain with various mutations.
There's still no known cure...best just to AVOID those who show any symptoms.
Let the financial doctor help
Speak to me today!
Millennials and their money.pdf
Millennials (also known as Generation Y, Generation Me and Echo Boomers) are the
demographic cohort following Generation X. There are no precise dates for when this cohort starts or ends; demographers and researchers typically use the early 1980s as starting birth years and ending birth years ranging from the mid-1990s to early 2000s. In August 1993, an Ad Age editorial coined the phrase Generation Y to describe those who were aged 11 or younger as well as the teenagers of the upcoming ten years who were defined as different from Generation X.[4] Since then, the company has sometimes used 1982 as the starting birth
year.[5] According to Horovitz, in 2012, Ad Age "threw in the towel by conceding that Millennials is a better name than Gen Y".
https://www.ifa-jobs.com
Jobs jobs jobs.pdf
🔥 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘄𝗮𝗻𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗔𝗘 𝗮𝗻𝗱 𝗚𝘂𝗹𝗳 𝗿𝗲𝗴𝗶𝗼𝗻 🔥
Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.
They are looking for an exceptional salespersons, specialized in general insurance & investments to join the largest advisory firm in the region.
• Would you perhaps like to explore your options as an IFA in the international arena?
• Would you like to SELL to clients and avoid mountains of paperwork?
• Would you like to work in exotic locations?
• Would you like to engage international prospects who actually NEED your advice?
• Your efforts=Your rewards – Does that interest you?
See more at https://www.ifa-jobs.com
#UAE #Dubai #Kuwait #Bahrain #Doha #Qatar
Are you feeling a bit tied up?
Are you feeling a bit tied up and restricted in your financial services career these days?
WE have some incredible job options for you all around the world.
Experience the Beach Life.pdf
Hi everybody,
Due to aggressive expansion, my boutique international offshore financial advisory client is looking for experienced financial advisors in to join them in Bangkok, Thailand.
"Opportunity Asia" now in FULL swing...the chance of a lifetime for financial advisors and coordinators. I have lived and worked as an IFA myself in Thailand from 2010 to 2015 approximately, and the family and I had an absolute BALL.
The story of my South East Asian client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.
Our client is also looking for an experienced offshore IFA Manager to lead a team who will provide private wealth management and financial planning services to individual, family & corporate clients based in Thailand and surrounding regions.
𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗮𝗻 𝗮𝗱𝘃𝗶𝘀𝗼𝗿:
• Would you perhaps like to explore your options as an IFA in the international arena
• Would you like to help clients and avoid mountains of paperwork as is needed in the UK?
• Would you like to work in exotic locations?
• Would you like to engage international prospects who actually NEED your advice?
• 𝗬𝗼𝘂𝗿 𝗲𝗳𝗳𝗼𝗿𝘁𝘀=𝗬𝗼𝘂𝗿 𝗿𝗲𝘄𝗮𝗿𝗱𝘀 – Does that interest you?
𝗪𝗵𝗮𝘁 𝗶𝘀 𝗼𝗻 𝗼𝗳𝗳𝗲𝗿?
Depending on experience, a retainer will be paid to the manager the first 6 months plus the first 3 months of accommodation will be covered. Consultants would get a 3 months retainer plus first 3 months accommodation covered.
𝕊𝕠, 𝕨𝕙𝕒𝕥 𝕒𝕣𝕖 𝕪𝕠𝕦 𝕨𝕒𝕚𝕥𝕚𝕟𝕘 𝕗𝕠𝕣??
#investments #wealthmanagement #linkedin #finances #job #financialservices #bangkok #Thailand #Asia #Phuket #Huahin #BKK
Financial Advisor Bangkok
🔥 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗕𝗮𝗻𝗴𝗸𝗼𝗸 🔥
Hi everyone...my long established (founded in HK in 1966) IFA client just opened a new office in Bangkok.
If you're an experienced international financial advisor and have lead teams before, then this will be right up your alley. Roles for ordinary consultants as well, so feel free to inquire. This is an ideal opportunity to make your mark in a brand new operation.
I've spent a good 4 years with my family in the region as a financial myself. We then swung by BKK for a few months just before landing in Panama again in 2019, and yep....its STILL an awesome and amazing place to live and work in! 💥😎
These opportunities do not come by very often, and if you're from industry you will know this...so, 𝗱𝗼𝗻'𝘁 𝗱𝗲𝗹𝗮𝘆 𝗮𝘀 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗴𝗼𝗶𝗻𝗴 𝘁𝗼 𝗴𝗼 𝗤𝗨𝗜𝗖𝗞𝗟𝗬!
Contact details in the slide below: ⤵️⤵️⤵️ Do it 𝙉𝙊𝙒!
#investments #wealthmanagement #linkedin #finances #job #financialservices #bangkok #Thailand #Asia #Phuket #Huahin #BKK
The new way of doing business.pdf
🔥𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀🔥
Is it time for a positive change on your side?
• Would you perhaps like to explore your options as an IFA and see what you might be missing out on?
• Would you like to avoid being region restricted and do business just about anywhere in the world?
• Your efforts = Your rewards – Does that interest you?
Look, talking about jobs and finances is often as exciting as getting a colonoscopy, or having to go to the dentist…or even watching paint dry or grass grow for some. 😅
BUT for those who are successful IFA's, the rewarding part is the flexibility of the job and the good living you can make as a respected IFA, really helping people plan for their financial futures. There's NOTHING wrong with that, right?
So it goes without saying then, that working with the best IFA company is CRUCIAL! To ensure that, you ideally need to be talking to an expert, someone who’s been where you are. I've done what you do for about a decade, working in 4 countries, I got featured in CEO magazines, got invited on TV a few times and now run the no.1 advisory and wealth management placement agency in the game for people like YOU - Financial Advisors.
So, not having a good reason to speak to the BEST at what I do, is a very good reason to do just that. Also not having a good reason to STAY where you are, is often a good reason to perhaps GO....just a thought! 💪🏻
So, inbox me...I am in the destiny intervention business after all...see my LinkedIn recommendations from people just like you. I am here to help. 👍😎
#investments #wealthmanagement #linkedin #finances #job #financialservices
Financial Advisors Business Developement Managers.pdf
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 𝗼𝘃𝗲𝗿 !! Due to aggressive affirmative action, my very classy international wealth management client is looking for experienced financial advisors who are keen to live and work in Latin America.
"Operation Pina Colada" now in FULL pre-launch mode...the chance of a lifetime for experienced financial advisors to get in on the ground floor...𝙉𝙊𝙊𝙊𝙒!
Before getting too excited, my client will NOT be looking at "the usual IFA crowd" ie folks changing companies every other year. Yep, careful and VERY biased selection is going to be the driving force to get a seat at this unique round table.
I welcome family office guys...TOP tier IFA's-...those who simply know that they are at the top of their sport, to express interest. You know who you are. Contact details is on the last slide.
Ok, so if I did this right, I expect 𝘷𝘦𝘳𝘺 𝘧𝘦𝘸 𝘱𝘦𝘰𝘱𝘭𝘦 to send me a message, so 🤞🏻. Not sure why I'm even saying this...but since it's weekend: 𝙄𝙛 𝙮𝙤𝙪 𝙛𝙖𝙡𝙡 𝙞𝙣 𝙩𝙝𝙖𝙩 𝙚𝙣𝙫𝙞𝙖𝙗𝙡𝙚 𝙘𝙖𝙩𝙚𝙜𝙤𝙧𝙮, then well, you know what to do and I don't have to post any links or say more. 😎
Read more below: 👇🏻👇🏻👇🏻
#investments #wealthmanagement #linkedin #finances #job #financialservices
Pathway
re you looking for a change from the usual target driven old fashioned sales – IFA style?
Our client is a discretionary fund manager that uses Warren Buffett’s techniques to make more money for wealthy clients and Brokers alike. They are currently looking for financial advisors who want to work remotely – telecommute.
Opportunity explained:
My client is seeking International Financial Advisors to join their team of high-end consultants to promote their range of Managed Securities Accounts (MSA’s), which have been in existence for over 2 decades and have performed supremely well. They purchase global large Cap stocks, with household names like Apple, Nike, IBM etc represented, and trade on major exchanges like NYSE, NASDAQ etc.
With Warren Buffett’s story at their DNA, brokers are able to re-engage and re-enthuse clients with cutting edge products that are significantly better than Life Bonds and earn greater income in an easier environment.
Their Licenses:
CIMA UK
MFSA Malta
FSC Barbados
CIMA Cayman.
Products:
Bespoke Account
Retirement Account
Education Fees Account
High Income Account
Defensive Account
QROPS
Life Products
Asset trusts
Summary of Benefits:
Remote working
Flexibility and independence
The ability to solicit and manage clients on a worldwide basis
Business checked internationally before processing
Minimal restrictions internationally
Passporting
Same % split on all income generated; commission, fees, AUM and trail payments
Unique and attractive products for varied demographic of clients
Avenues to process all business services through affiliated companies
They are offering outstanding commission rates: up to 8% on all income revenue generated.
Fees, commissions, trails and residual. Additional 2% bonus structure for management on team/s.
This is an ideal role for experienced Financial Consultants who want to benefit from top levels of income and who wish to work independently. A full suite of financial products is available including highly attractive and flexible products for all clients that are not available via other brokers.
This is an excellent opportunity to join this highly respected company. They are seeking a small number of strategically positioned advisers to represent their brand in key locations worldwide
Please note: IFA’s must have a demonstrable track history having focused on lump sum investing, have high ethical standards, and have the ability to work remotely. This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates or advisors from other countries with suitable investment advisory qualifications. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.
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IFA's" Can't help but feel a bit tied up these days
Prestige IFA Jobs have become the specialised international wealth management recruitment service of choice for the discerning wealth management and investment advisory firm.
Simly the best ifa jobs
Prestige IFA Jobs have become the specialised international wealth management recruitment service of choice for the discerning wealth management and investment advisory firm.
Financial coordinator wanted in vietnam
The story of my Vietnam client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.
They are currently looking for experienced telesales financial coordinators, preferably with UK pension transfer experience for their offices in Ho Chi Minh City covering individual, family & corporate clients based in Vietnam, Thailand and surrounding regions.
Coordinators are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
REQUIREMENTS:
Previous experience in a Business Development Manager role
Skilled in using Microsoft Office Suite
Excellent communication and people skills
Well developed negotiation skills
Customer support experience
Excellent time management and planning skills
You are currently in a telesales or client-facing role: 1 year’s experience
You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
You speak in a clear English accent with preferably no other discernible accent
You are highly organized
Ability to make high volume of phone calls to prospects.
Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
Be very motivated with a can-do attitude
Have lots of energy
Be very friendly with a vivacious, outgoing personality
Have a flawless work ethic
Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role
UNIQUE SELLING POINTS:
This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
No office costs
Company is well established
MINIMUM REQUIREMENTS:
This position would typically suit experienced EU / UK / US candidates as most of the consumers served by my client are typical EU and UK expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year’s experience) will be considered for this role.
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Pathway
re you looking for a change from the usual target driven old fashioned sales – IFA style?
Our client is a discretionary fund manager that uses Warren Buffett’s techniques to make more money for wealthy clients and Brokers alike. They are currently looking for financial advisors who want to work remotely – telecommute.
Opportunity explained:
My client is seeking International Financial Advisors to join their team of high-end consultants to promote their range of Managed Securities Accounts (MSA’s), which have been in existence for over 2 decades and have performed supremely well. They purchase global large Cap stocks, with household names like Apple, Nike, IBM etc represented, and trade on major exchanges like NYSE, NASDAQ etc.
With Warren Buffett’s story at their DNA, brokers are able to re-engage and re-enthuse clients with cutting edge products that are significantly better than Life Bonds and earn greater income in an easier environment.
Their Licenses:
CIMA UK
MFSA Malta
FSC Barbados
CIMA Cayman.
Products:
Bespoke Account
Retirement Account
Education Fees Account
High Income Account
Defensive Account
QROPS
Life Products
Asset trusts
Summary of Benefits:
Remote working
Flexibility and independence
The ability to solicit and manage clients on a worldwide basis
Business checked internationally before processing
Minimal restrictions internationally
Passporting
Same % split on all income generated; commission, fees, AUM and trail payments
Unique and attractive products for varied demographic of clients
Avenues to process all business services through affiliated companies
They are offering outstanding commission rates: up to 8% on all income revenue generated.
Fees, commissions, trails and residual. Additional 2% bonus structure for management on team/s.
This is an ideal role for experienced Financial Consultants who want to benefit from top levels of income and who wish to work independently. A full suite of financial products is available including highly attractive and flexible products for all clients that are not available via other brokers.
This is an excellent opportunity to join this highly respected company. They are seeking a small number of strategically positioned advisers to represent their brand in key locations worldwide
Please note: IFA’s must have a demonstrable track history having focused on lump sum investing, have high ethical standards, and have the ability to work remotely. This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates or advisors from other countries with suitable investment advisory qualifications. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required wealth management experience.
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Financial coordinator wanted in vietnam
The story of my Vietnam client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.
They are currently looking for experienced telesales financial coordinators, preferably with UK pension transfer experience for their offices in Ho Chi Minh City covering individual, family & corporate clients based in Vietnam, Thailand and surrounding regions.
Coordinators are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
REQUIREMENTS:
Previous experience in a Business Development Manager role
Skilled in using Microsoft Office Suite
Excellent communication and people skills
Well developed negotiation skills
Customer support experience
Excellent time management and planning skills
You are currently in a telesales or client-facing role: 1 year’s experience
You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
You speak in a clear English accent with preferably no other discernible accent
You are highly organized
Ability to make high volume of phone calls to prospects.
Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
Be very motivated with a can-do attitude
Have lots of energy
Be very friendly with a vivacious, outgoing personality
Have a flawless work ethic
Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role
UNIQUE SELLING POINTS:
This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
No office costs
Company is well established
MINIMUM REQUIREMENTS:
This position would typically suit experienced EU / UK / US candidates as most of the consumers served by my client are typical EU and UK expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year’s experience) will be considered for this role.
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