PRESTIGE IFA JOB LISTINGS

Please note that Prestige IFA Jobs only recruit for the international insurance sales and wealth management / investment advisory industries. We do not recruit for the accounting / auditing or financial management professions. Please do not send your CV for any other profession or job other than the below posted vacancies.

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Wealth Manager Dubai
Dubai
Apply before 2018-02-10
We are looking for an experienced wealth manager to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly. 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. RESPONSIBILITIES: *Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones *Contact potential clients and create rapport by networking, cold calling, using referrals etc. *Appraise the wishes and demands of business or individual customers and sell the suitable protection plans *Collect information from clients on their risk profiles in order to offer them the proper solution *Prepare reports to shareholders on the success of your business endeavors *Retain continuous awareness of transactions, sales and terms and keep relative records *Check insurance claims to solidify trust and safeguard reputation *Frequently replenish job-specific knowledge and apply it on the field *Fulfill all company-established policy obligations REQUIREMENTS: *2 years proven working experience as a Financial adviser or relevant experience, preferably in the UAE *Track record of successful financial guidance *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems BENEFITS: *Client provides full visa sponsorship, medical insurance, Group Life Cover and career financing, accommodation to get you established, together with ongoing development training. *Attractive sales incentives and international conventions are just some of the additional rewards available. *As part of the recruitment process the company will put you through the UK's Chartered Insurance Institute’s Award in Financial Planning *Generous commission package. Please note: A minimum of two years experience working in the life insurance or wealth management business is a requirement. 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 experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Financial Advisor Thailand
Bangkok
Apply before 2018-02-10
Our new client is based in Thailand and in the process of securing their Thailand SEC license. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to be based in Bangkok. As a independent financial advisor your role will be to work closely with clients in their medium- to long-term personal financial planning. You will be advising on the following areas:We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money. RESPONSIBILITIES: *Provide strategic advice across a variety of financial investment savings products and services *Assess client's overall financial picture, understand their needs and develop a solid financial plan *Guide clients towards a profitable and secure financial decision *Keep abreast of new industry's trends and research market to back up financial consulting *Comply with all industry rules and regulations REQUIREMENTS: *Proven working experience as a Financial adviser or relevant experience *Track record of successful financial guidance *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems *Preferably hold qualifications in international financial services Please note: A minimum of one year experience working in the wealth management business is a requirement. 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 investment advisory sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Financial Advisor Geneva Switzerland
Geneva
Apply before 2018-02-10
My client is always looking to add professional and motivated individuals to their team and they currently are seeking to add two new consultants. Whether you are already a Wealth Manager or want to start your new career in finance this position could be exactly what you are looking for. RESPONSIBILITIES: • Booking meetings with other expatriates who are living and working in Switzerland by actively networking and calling new contacts. • Meeting with your potential clients face to face in order to establish their financial dreams and goals. • After listening to your clients requirements, you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client. • You will review your clients portfolios every three months to ensure they are on track and make changes as and when required. REQUIREMENTS: • This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards. • You will have a minimum of 12 months experience as a Wealth Manager. • You will be money hungry and extremely self motivated and not need to be micro managed by your manager. • Willing to move to Geneva • For advisers, we are seeking experience and qualified – but we will consider lower qualifications than UK Level 4. Leads is the big draw for my client. They target 5 warm, pre-screened leads in the diary for each adviser per week (minimum 3) – these leads emanate from incoming inquiries, no outbound cold-calling is done. Their sales team average GBP 500k per annum in written gross comms. ADVISER PACKAGE: • Competitive Commission Structure • Higher Tier Commissions for Own-Generated Business • Trail Earnings • Incentive on Transferal of Existing Assets Under Management • Salary/Retainer/Financial Support - Structure Varies Region-to-Region • The company will take are of Working Visa Requirements for suitable candidates Please note: 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 investment product sales experience.
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Financial Advisor Cape Town
Cape Town
Apply before 2018-02-10
Our client is a global financial services company with licenses in multiple jurisdictions. They are currently looking for additional financial advisors to join their V & A waterfront offices in Cape Town, South Africa We are looking for a Financial Adviser to act as an intermediary between our client and it's customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money. RESPONSIBILITIES: *Provide strategic advice across a variety of financial products and services *Assess client's overall financial picture, understand their needs and develop a solid financial plan *Guide clients towards a profitable and secure financial decision *Keep abreast of new industry's trends and research market to back up financial consulting *Comply with all industry rules and regulations REQUIREMENTS: *South African citizens only, unless you already have a valid work permit. *Proven working experience as a financial advisor (2 years+) *Ideally be educated to degree level, have done regional FSA qualifications - RE5 *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems *Financial services qualifications preferred BENEFITS: Our client will provide you with comprehensive training which will allow you to excel within your role as a financial advisor. Our client is said to offer above industry standard commission rates. They have full flexibility over fees which set them apart from some of their competitors. UNIQUE SELLING POINTS: They are a boutique independent brokerage without the "military style" modus operandi often associated with some of the larger IFA groups. This means they don't have as many layers of management which is how they pay more commissions than their competitors. MINIMUM REQUIREMENTS: Only experienced candidates with existing IFA client-facing sales experience (2+ year's experience) will be considered for this role. Please note: 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 sales experience. Prestige IFA Jobs specializes in the Wealth Management and Insurance sales industries ONLY. Please don't send your CV for any other jobs of professions.
Apply here
Wealth Management Sales Agent Kuwait
Kuwait City
Apply before 2018-02-10
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. We are looking for experienced wealth management representatives to help expand their business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly. RESPONSIBILITIES: *Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones *Contact potential clients and create rapport by networking, cold calling, using referrals etc. *Appraise the wishes and demands of business or individual customers and sell the suitable protection plans *Collect information from clients on their risk profiles in order to offer them the proper solution *Prepare reports to shareholders on the success of your business endeavors *Frequently replenish job-specific knowledge and apply it on the field *Fulfill all company-established policy obligations REQUIREMENTS: *Very competent in spoken and written English *2 years experience as an insurance sales representative *Hold qualifications in the financial or insurance industries. *Good comprehension of insurance plans including automobile, fire, life, property, medical etc. *Ability to work with computers and understand and interpret standard statistical findings *Excellent skills in communication and presentation *Experience in delivering client-focused solutions and in creating long-lasting relationships BENEFITS: *Client provides full visa sponsorship, medical insurance, Group Life Cover and career financing, accommodation to get you established, together with ongoing development training. *Attractive sales incentives and international conventions are just some of the additional rewards available. *As part of the recruitment process the company will put you through the UK's Chartered Insurance Institute’s Award in Financial Planning *Generous commission package. Please note: A minimum of two years experience working in the life insurance or wealth management business is a requirement. 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 insurance sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Financial Advisors wanted South Africa
Johannesburg
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Cape Town, Durban and Johannesburg. RESPONSIBILITIES: • Advise expats in South Africa on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • RE5 Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Financial Advisor Switzerland
Grand-Saconnex
Apply before 2018-02-10
Our Swiss based company supports their clients across the world. With head offices in Geneva, they can also offer regional support across Switzerland. As each of their clients has a dedicated personal Wealth Manager, they will never be out of touch with their finances, whether meeting personally or making contact by video conference/Skype/FaceTime or phone. Our client is a member of ARIF, the ASSOCIATION ROMANDE DES INTERMEDIAIRES FINANCIERS – License number 3086 and have been providing individuals and families with comprehensive financial services for over 15 years. Due to expansion, they have a need for a few additional qualified financial advisors to be based at their head office. RESPONSIBILITIES: * Booking meetings with other expatriates who are living and working in Switzerland by actively networking and calling new contacts. * Meeting with your potential clients face to face in order to establish their financial objectives and goals. * You will review your clients portfolios every three months to ensure they are on track and make changes as and when required. REQUIREMENTS: *This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager. *You will have a minimum of 12 months experience as a qialified financial advisor *You will be money hungry and extremely self motivated and not need to be micro managed by your manager. *Willing to move to Geneva BENEFITS: * The ability to earn substantially, increasing year on year * Dedicated training from qualified and experienced professionals * A structured career path and exit strategy * Assistance with appropriate work and residence permits PACKAGE: * Basic SFr30,000 pa, 3 months normal Swiss probationary period, followed by a full time contract. * Commissions on business written of 57% on Lump Sum business & 60% on regular savings plans. * 50% of gross commission on any investments placed. * 50% of any trail commissions and adviser fee’s. The basic salary of SFr30,000 pa (SFr2,500) is clawed back from future business/commissions. Essential this is a commission only position. OTE in year one of SFr150,000, year 2 onwards SFr250,000 Please note: 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 investment product sales experience. UK level 4 financial services qualifications is preferred for this position.
Apply here
Financial Advisor Shanghai
Shanghai
Apply before 2018-02-10
If you are an entrepreneur at heart, then this position could very well suit you. You will work closely with the director to develop their established business in Shanghai, China The company is looking for senior individuals who can collaborate and help build their established business in the region. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting • Comply with all industry rules and regulations REQUIREMENTS: • Experienced offshore consultants with a minimum of 2 years’ working with international clients (expat clients). • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Good Microsoft Office skills and knowledge COMPETENCIES: • Experience in financial services • Attention to detail • Hard-working and motivated individuals • Confidence and strong interpersonal skills • A flexible and adaptable approach to work • Successful and target-driven individuals PERSONAL ATTRIBUTES: Strong work ethic; be self-sufficient and able to work both independently and in a team. MINIMUM REQUIREMENTS: Only candidates with two years’ experience at senior level in the financial services industry will be considered for this role. Please note: Experience working in the international wealth management business is a requirement. 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 experience.Please don't send your CV for any other jobs of professions.
Apply here
Investment Sales Consultant
Dubai
Apply before 2018-02-10
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. Prestige IFA Jobs has been commissioned to recruit qualified, experienced and exceptional financial consultants for the company’s offices in Dubai, Kuwait, Bahrain and Abu Dhabi. RESPONSIBILITIES: *Provide strategic advice across a variety of financial products and services *Assess client's overall financial picture, understand their needs and develop a solid financial plan *Guide clients towards a profitable and secure financial decision *Keep abreast of new industry's trends and research market to back up financial consulting *Oversee the course of the financial plan and update it, if necessary, to ensure profits *Comply with all industry rules and regulations REQUIREMENTS: *Very competent in spoken and written business English *2 years proven working experience as a Financial adviser or relevant experience, preferably in the UAE *Demonstrate a track record of success preferably in an insurance brokerage, bancassurance or insurance company. *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems BENEFITS: *Client provides full visa sponsorship, medical insurance, Group Life Cover and career financing, accommodation to get you established, together with ongoing development training. *Attractive sales incentives and international conventions are just some of the additional rewards available. *As part of the recruitment process the company will put you through the UK's Chartered Insurance Institute’s Award in Financial Planning *Generous commission package. Please note: A minimum of two years experience working in the life insurance or wealth management business is a requirement. 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 experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
French Speaking IFA wanted in Mauritius
Quatre Bornes
Apply before 2018-02-10
My client is an independent group of financial advisers established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently had a need for an experienced French speaking IFA to be based in Mauritius. RESPONSIBILITIES: • Advise French ex-pats based in Mauritius (number 10’000+) on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Look to expand client base to some of the 20+ French speaking countries in Africa and Indian Ocean region • Adviser must have worked in financial sector before, preferably in Offshore and have a general understanding of Offshore Life and Investment products • Have an understanding of French tax and estate laws • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of French advisers REQUIREMENTS: • Bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable but not necessary. • 1 -2 years managing personal book of clients. • Proven working experience as a Financial adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Subsidised accommodation for 12 weeks • Subsidised car rental for 12 weeks • Financial support for 12 weeks • Ongoing support after 12 weeks if business is in pipeline • Above financial support will be worth +/- €2000pm (rent, car, salary) against future commissions • Full training in company procedures • Full use of head office • BDM / coordinator at your disposal who will assist you in filling your diary • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Wealth Manager wanted in Hong Kong
Hong Kong
Apply before 2018-02-10
This CEO formed their company in 2004, initially in the Middle East before moving to Frankfurt, Germany. It was in Frankfurt where the principal shareholders started to formulate a long-term business strategy for the company. After an extensive period of research, their HQ was established in 2006 in Geneva, Switzerland—a location that met the criteria of offering balance between lifestyle and business opportunity, a large population of wealthy expats that needed support, ease in setting up business and a high quality of life. The specific objective was to grow the company whilst continuing to deliver on their Mission Statement: “To facilitate financial independence for our clients by providing financial advice of the highest standard. Our aim is to provide profit for our clients, our staff and our company. Our consultants are industry leaders, expatriates, qualified to UK standards and possess the technical knowledge and experience in providing clear financial advice with integrity and transparency. “ The are currently looking for experienced advisors in Hong Kong, and also in Geneva. RESPONSIBILITIES: • Booking meetings with other expatriates who are living and working in Switzerland by actively networking and calling new contacts. • Meeting with your potential clients face to face in order to establish their financial dreams and goals. • After listening to your clients requirements you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client. • You will review your clients portfolios every three months to ensure they are on track and make changes as and when required. REQUIREMENTS: • This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards. • You will have a minimum of 12 months experience as a Wealth Manager or in Sales. • You will be money hungry and extremely self motivated and not need to be micro managed by your manager. • Willing to move to Hong Kong BENEFITS: They are looking for people of caliber who are perhaps closer to the end of their careers than they are to the beginning. The bulk of IFA firms tend to favor younger advisors, so this is a GREAT opportunity for those of you with something valuable to offer…something that money can’t buy – EXPERIENCE ! Additionally, they are also looking for an additional BDM in both Geneva and Hong Kong, so ask me about this. PLEASE NOTE: This is a commission only role so you need to have the drive and determination to be successful. If you want to earn in excess of £100,000 in your first year and build your own sustainable business then this job is for you.
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Financial Advisor: 2nd Passport and Dual Citizenship
New York
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. With unprecedented levels of instability across the globe, it is no wonder that the growth in demand for second or alternative citizenships has accelerated sharply in recent years. For many families - and their financial advisers - citizenship has become an integral aspect of sound financial planning, equal in priority to life cover, pensions and savings. They currently have a need for an experienced financial advisor to be based anywhere in the world to take on this exciting role. RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. Please only apply if you have the required international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Independent Financial Advisor Gibraltar
Gibraltar
Apply before 2018-02-10
My client is a leading provider of international tax planning and cross border wealth management advice to the expatriate community in Spain. Affiliated to Gibraltar’s oldest legal practice ISOLAS 1892 they have a reputation for delivering innovative financial solutions whilst maintaining traditional values. Due to continued expansion a vacancy has arisen for an Independent Financial Adviser based in their Gibraltar office serving both local clients and expatriates in and around Costa del Sol. REQUIREMENTS: • Proactively seek out and nurture new prospects, clients and professional intermediaries. • Respond to and follow up sales enquiries by, telephone, email and personal visits. • Build profitable relationships with prospects and clients by understanding their financial needs and providing appropriate solutions. • At all times provide ethical and best advice following procedures set out in advisers’ manual. • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner. • Prepare recommendation letters client and intermediary correspondence in line with four eyes principle. • Provide regular portfolio performance & financial reviews for own clients. • Provide support and participate in marketing activities such as golf days, exhibitions and seminars. • Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development. • Attend training meetings and courses where required to develop relevant knowledge and skills. • Provide cover or help to other team members as and when necessary. • Hold qualifications in the financial or insurance industries. • Competent in spoken and written English • Capable of sourcing suitable clients in the market place. • Attention to detail • Organizational and multitasking abilities • Excellent verbal and written communication skills • Reliability and strong work ethics • Ability to solve problems BENEFITS: • Where they differ from most of our competitors is that they are a values driven wealth management business with a strong culture of ethics deeply embedded in the company and an unwavering belief that they should serve clients based on the mantra of integrity, exceptional service and quality of financial advice. • Base salary + commission for the right candidate • Excellent back office support • Defined career path Please note: A minimum of two years experience working in the wealth management business is a requirement. 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 investment advisory sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
Financial Advisors wanted in Uganda
Kampala
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Kampala, Uganda RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
Apply here
International Financial Adviser - Caribbean
Hamilton
Apply before 2018-02-10
Our client needs experienced financial advisors in Bermuda and the British Virgin Islands. You will ideally be UK Level 4 Diploma qualified. As a financial adviser you will act as an intermediary between the company and its customers. You will provide their clients with financial guidance and make financial planning recommendations on how to best save and invest their money in the international market place. This is a high profile role with a high degree of interaction with a wide HNI audience. Regular networking is an important part of the job and the Advisor is expected to keep abreast of current economic conditions and market regulations to settle into the appropriate target groups. Networking is very much encouraged, as it is a reliable driver of new business, so the ability to artfully socialise would be of benefit. RESPONSIBILITIES: *Provide strategic advice across a variety of financial products and services *Assess client's overall financial picture, understand their needs and develop a solid financial plan *Guide clients towards a profitable and secure financial decision *Keep abreast of new industry's trends and research market to back up financial consulting REQUIREMENTS: *Proven working experience as a UK Level 4 qualified financial adviser *Track record of successful financial guidance *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems A fantastic opportunity to live and work in a tropical paradise. Please note: This is not a position for new entrants to the industry. Experience working in international wealth management business is a requirement. This position is also 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 qualifications and experience.Please don't send your CV for any other jobs of professions.
Apply here
Wealth Manager Hong Kong
Hong Kong
Apply before 2018-02-10
My client is always looking to add professional and motivated individuals to their team and they currently are seeking to add new consultants. Whether you are already a Wealth Manager or want to start your new career in finance this position could be exactly what you are looking for. RESPONSIBILITIES: • Booking meetings with other expatriates who are living and working in Hong Kong by actively networking and calling new contacts. • Meeting with your potential clients face to face in order to establish their financial dreams and goals. • After listening to your clients requirements, you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client. • You will review your clients portfolios every three months to ensure they are on track and make changes as and when required. REQUIREMENTS: • This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards. • You will have a minimum of 12 months experience as a Wealth Manager. • You will be money hungry and extremely self motivated and not need to be micro managed by your manager. • Willing to move to Hong Kong • For advisers, we are seeking experience and qualified – but we will consider lower qualifications than UK Level 4. Leads is the big draw for my client. They target 5 warm, pre-screened leads in the diary for each adviser per week (minimum 3) – these leads emanate from incoming inquiries, no outbound cold-calling is done. Their sales team average GBP 500k per annum in written gross commissions. ADVISER PACKAGE: • Competitive Commission Structure • Higher Tier Commissions for Own-Generated Business • Trail Earnings • Incentive on Transferal of Existing Assets Under Management • Salary/Retainer/Financial Support - Structure Varies Region-to-Region • The company will take are of Working Visa Requirements for suitable candidates Please note: 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 investment product sales experience.
Apply here
Financial Advisor Malaysia
Kuala Lumpur
Apply before 2018-02-10
Our client is a leading international financial services company which has associations with the industry’s prime institutions, bringing together the investment expertise of a select group of international money management firms, known throughout the industry for their experience and strong track records. They are currently hiring experienced wealth managers / IFA's with at least $5m plus AUM that can demonstrate writing in excess of $250k gross per annum. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting • Comply with all industry rules and regulations REQUIREMENTS: • Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients). • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Good Microsoft Office skills and knowledge COMPETENCIES: • Experience in financial services • Attention to detail • Hard-working and motivated individuals • Confidence and strong interpersonal skills • A flexible and adaptable approach to work • Successful and target-driven individuals UNIQUE SELLING POINTS: • My client’s biggest USP is their lead generation. They have over 70 BDMs working at a call centre in the UK generating leads across the world which are delivered to our advisers by a propriety CRM system. They will guarantee a level of leads will delivered week in, week out. • My client will pay for further education of all their advisers, aiming for level 4 is mandatory and many go onto to study to level 6. • My client support incoming recruits with flights, first month in a hotel and visa. MINIMUM REQUIREMENTS: Only experienced candidates and wealth managers / IFA's with at least $5m plus AUM that can demonstrate writing in excess of $250k gross per annum will be considered for this role. Please note: Experience working in the international wealth management business is a requirement. 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 experience.Please don't send your CV for any other jobs of professions.
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Financial Advisor Vietnam
Ho Chi Minh City
Apply before 2018-02-10
Our client is an experienced IFA company properly licensed in Hong Kong. If you are an entrepreneur at heart, then this position could very well suit you. My client is looking for experienced financial advisers for their new offices soon to come in Vietnam. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting • Comply with all industry rules and regulations REQUIREMENTS: • Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients). • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Good Microsoft Office skills and knowledge COMPETENCIES: • Experience in financial services • Attention to detail • Hard-working and motivated individuals • Confidence and strong interpersonal skills • A flexible and adaptable approach to work • Successful and target-driven individuals PERSONAL ATTRIBUTES: Strong work ethic; be self-sufficient and able to work both independently and in a team. MINIMUM REQUIREMENTS: Only candidates with two years’ experience in the financial services industry will be considered for this role. Please note: Experience working in the international wealth management business is a requirement. 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 experience.Please don't send your CV for any other jobs of professions.
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Financial Advisor Latin America
Santiago
Apply before 2018-02-10
My client is an experienced and established International financial advisory firm based in Latin America with various offices across the region. We are looking for a Financial Adviser to act as an intermediary between the company its clients. You will provide their expatriate clients financial guidance and make qualified recommendations on how to best utilize their money and savings. As an experienced financial advisor in Chile, your role will be to work closely with clients in their medium- to long-term personal financial planning. RESPONSIBILITIES: * Provide strategic advice across a variety of financial products and services * Assess client's overall financial picture, understand their needs and develop a solid financial plan * Guide clients towards a profitable and secure financial decision * Keep abreast of new industry's trends and research market to back up financial consulting * Oversee the course of the financial plan and update it, if necessary, to ensure profits * Comply with all industry rules and regulations REQUIREMENTS: * English first language (business language) * UK financial services qualifications preferred, but not mandatory (DipFA, DipPFS, CeMAP, CISI, CII, ASCI, CFP etc) * Proven prior working experience as an investment advisor * Track record of successful financial guidance * Ability to analyze market's financial data and to provide appropriate data-based advice * Strong communication, negotiation and presentation skills * Accuracy, attention to detail and the ability to explain complex information clearly and simply BENEFITS: * The ability to earn substantially, increasing year on year * Dedicated training from qualified and experienced professionals * A structured career path and exit strategy * Assistance with appropriate work and residence permits * Possibility of flights covered for the right candidate * Possibility of accommodation paid for 3 months * Financial support (advance) for 3 months for suitably qualified candidates Please note: A minimum of two years experience working in the wealth management business is a requirement. 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 investment product sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Wealth Manager wanted in Geneva
Geneva
Apply before 2018-02-10
This CEO formed their company in 2004, initially in the Middle East before moving to Frankfurt, Germany. It was in Frankfurt where the principal shareholders started to formulate a long-term business strategy for the company. After an extensive period of research, their HQ was established in 2006 in Geneva, Switzerland—a location that met the criteria of offering balance between lifestyle and business opportunity, a large population of wealthy expats that needed support, ease in setting up business and a high quality of life. The specific objective was to grow the company whilst continuing to deliver on their Mission Statement: “To facilitate financial independence for our clients by providing financial advice of the highest standard. Our aim is to provide profit for our clients, our staff and our company. Our consultants are industry leaders, expatriates, qualified to UK standards and possess the technical knowledge and experience in providing clear financial advice with integrity and transparency. " They are currently looking for experienced financial advisors in Geneva and also HK. RESPONSIBILITIES: • Booking meetings with other expatriates who are living and working in Switzerland by actively networking and calling new contacts. • Meeting with your potential clients face to face in order to establish their financial dreams and goals. • After listening to your clients requirements you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client. • You will review your clients portfolios every three months to ensure they are on track and make changes as and when required. REQUIREMENTS: • This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards. • You will have a minimum of 12 months experience as a Wealth Manager or in Sales. • You will be money hungry and extremely self motivated and not need to be micro managed by your manager. • Willing to move to Geneva BENEFITS: They are looking for people of caliber who are perhaps closer to the end of their careers than they are to the beginning. The bulk of IFA firms tend to favor younger advisors, so this is a GREAT opportunity for those of you with something valuable to offer…something that money can’t buy – EXPERIENCE ! Additionally, they are also looking for an additional BDM in both Geneva and Hong Kong, so ask me about this. PLEASE NOTE: This is a commission only role so you need to have the drive and determination to be successful. If you want to earn in excess of £100,000 in your first year and build your own sustainable business then this job is for you.
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Financial Coordinator BDM wanted in Switzerland
Grand-Saconnex
Apply before 2018-02-10
Our Swiss based company supports their clients across the world. With head offices in Geneva, they can also offer regional support across Switzerland. As each of their clients has a dedicated personal Wealth Manager, they will never be out of touch with their finances, whether meeting personally or making contact by video conference/Skype/FaceTime or phone. Our client is a member of ARIF, the ASSOCIATION ROMANDE DES INTERMEDIAIRES FINANCIERS – License number 3086 and have been providing individuals and families with comprehensive financial services for over 15 years. Due to expansion, they have a need for a few additional financial coordinators to be based at their head office. These 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 / insurance) 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. RESPONSIBILITIES: * Assess client's overall financial picture, understand their needs to develop a solid financial plan * Promote our client's products and services portfolio * Strengthen relationships with our client's customers 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 INCENTIVES: Basic salary + commission. Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM. MINIMUM REQUIREMENTS: 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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Investment Advisor Singapore
Singapore
Apply before 2018-02-10
Our client is one of the oldest brokerages in Singapore (license number 13). Working in Singapore is a rewarding experience. As an Investment Adviser with a Singapore-based company, you will be exposed to an environment that enables you to develop your clients’ wealth and to build your client base by establishing long-term relationships with individuals. RESPONSIBILITIES: * As an Investment Adviser you will source your own leads and identify suitable clients. * Identify client needs by interviewing individuals to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. * Provide professional financial planning advice that caters to the individual’s specific situation by recommending strategies clients can use to achieve their financial goals and objectives, including advice on insurance coverage and investments. * Manage the post-sales process by taking responsibility for any queries or documentation required as stipulated by internal and external requirements. * You will monitor and service your client bank, providing regular monitoring and reviews of their needs and goals. A quarterly review will be presented to each client on your book. * Over the long-term, regularly monitor and manage the client’s needs. Oversee their investments and make changes as necessary in order to enhance the individual’s finances. * Manage customer complaints and resolve difficulties. * Design and execute a personalised business plan that will attain new clients and generate revenue. * Use innovative techniques to strengthen relationships with existing clients. * Provide a monthly sales report to the Sales Manager or Branch Manager as appropriate. * Identify and keep abreast of new market trends. * Use spreadsheets and market research to ensure financial advice is current and sound. REQUIREMENTS: * Minimum Third Level Degree. * Experienced offshore consultants with a minimum of 3+ years working with international clients * Already working in Singapore and MAS authorized to give financial advice in Singapore * Financial Services qualifications highly desirable * Track record and experience in financial services – able to demonstrate that you have been successful in this role/industry * Ability to analyze market's financial data and to provide appropriate data-based advice * Strong communication, negotiation and presentation skills * Accuracy, attention to detail and the ability to explain complex information clearly and simply * Excellent PC knowledge and ability to operate database systems PREFERRED SKILLS: * Applicants must have a minimum of 3 years regulated experience * Proven ability to generate sales opportunities in a mature professional manner with a focus on a referral driven approach. * Strong ability to work both autonomously and as an effective team member. * Evidence of being a self-starter. * Proven experience in customer relationship management. * Strong understanding of market trends, products, and industry knowledge. * Strong organisation and planning ability. * Problem solving and strategic thinking. * Persuasiveness, adaptability, and innovation. * Formal presentation skills. * Excellent written, numeracy, and communication skills. * Strong knowledge of Microsoft Office and Microsoft Dynamics. BENEFITS: *The company provides an extremely competitive, rewards-based package, full office and administration support, regular ongoing training and further career opportunities. *A typical first-year income is in excess of $150,000 although many earn over $300,000 *Dedicated training from qualified and experienced professionals Please note: A minimum of three (3) years experience working in the wealth management industry is a requirement. You must be MAS authorized to give financial advice in Singapore already. 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 insurance sales experience.
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UK Pension Transfer Coordinators Qatar
Doha
Apply before 2018-02-10
Our client is an experienced UK IFA company. The company has an incredible business in Qatar and is looking for experienced UK pension transfer BDM's for their offices in Doha, Qatar. These 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 / insurance) 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 INCENTIVES: • 4,000 QAR basic retainer for the first 2 months • Your commission will be 5-6 times higher than a normal coordinator as you will be going for high net worth clients with high pension transfers Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM. 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. • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds • Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects • Full VISA sponsorship • No office costs • Clients rate the IFA company 9 out 10 stars on TrustPilot MINIMUM REQUIREMENTS: 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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Financial Advisor Doha Qatar
Doha
Apply before 2018-02-10
Our client is an experienced UK IFA company properly licensed in Qatar. The company has an incredible business with expansion planned for Europe and is looking for experienced financial advisers for their offices in Doha, Qatar and also their new offices coming soon to Brussels. We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money. UK level 4 CISI financial services desirable, but not mandatory. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting= • Oversee the course of the financial plan and update it, if necessary, to ensure profits • Comply with all industry rules and regulations REQUIREMENTS: • Proven working experience as a Financial adviser or relevant experience • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Excellent PC knowledge BENEFITS: • Expected income of GBP80,000 - 100,000 within first year of work, which is tax-free, and GBP100,000 - 200,000 within second year, tax-free • Assistance in finding a flat/flat-share for your first month in Doha with possible support (advance) • Possible financial support for first 3 months -strictly on a case by case basis • An existing client bank for review to facilitate business • 100% commission level from the start of employment • Internal coordination department to book meetings from the day of your arrival UNIQUE SELLING POINTS: • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds • Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects • My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career • Full VISA sponsorship • No office costs • Clients rate the IFA company 9 out 10 stars on TrustPilot The £100K club for financial advisors : http://bit.ly/£100K-Club (Click link to read) Incentive for advisors :- As soon as £100K commissions is issued the consultant will get an immediate uplift on all future business issued for that year on lump sum and fee based business. ✔️Lump Sum: 4% will increase to 5.25% ✔️Fees Business: 50% will increase to 75% If earning some of the BEST commission rates the industry has to offer is what you're after, then this is an opportunity not to be missed ! Please note: 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 investment product sales experience. UK level 4 financial services qualifications is not mandatory for this position.
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Independent Financial Adviser Spain
Marbella
Apply before 2018-02-10
Our client offers a unique opportunity in the offshore industry as advisers can expect daily booked appointments with new clients that are waiting to speak with you. With offices around the world, they offer a range of wealth management services to their clients including pensions and savings advice. Our client runs a significant advertising campaign across the globe which means they have too many leads to deal with. As such our client is looking for exceptional advisers (ideally level 4 qualified). The position is based from their head office in southern Spain. However although based from Spain candidates will be speaking with clients from around the globe using the phone and Skype In addition to booked appointments the position includes full PA support meaning that all your time is spent doing what your good at- ADVISING!! As such they are only looking for the best advisers who can demonstrate they are at the top of their game with a good sales track record. For the right candidate exceptional earnings are available as well as trail commissions. Candidate Profile: • Experienced advisers only living in Southern Spain or willing to relocate • Strong track record in financial sales • Excellent communication skills • Excellent organisation skills due to the high number of appointments provided • Ideally Level 4 qualified Company Offering:- • Pre-qualified warm appointments • Structured training programme • Uncapped earning opportunity • Residual income • Full admin support • State of the art technology system • Fully equipped office This is a fantastic opportunity for the right candidate with full marketing and administration support. Please note: 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 investment advisory qualifications and financial product sales experience.
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Financial Advisor Manager - Qatar
Doha
Apply before 2018-02-10
Experienced financial advisors take note! Yes, the BEST advisory firm you can possibly work with in Qatar needs your expertise. They will need at least a further 3-4 experienced consultants for a Feb start date in Qatar and the same for their Brussels operation in Europe ! Do you have what it takes to be an IFA manager running a team? You'd need 1-2years of IFA management experience. You will get a team override worth Approx £80 to £100k potentially tax free ! Obviously, there's only ONE slot to fill, so don't miss out on a fantastic opportunity ! UK level 4 CISI financial services desirable, but not mandatory. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting= • Oversee the course of the financial plan and update it, if necessary, to ensure profits • Comply with all industry rules and regulations REQUIREMENTS: • Proven working experience as a Financial adviser and running a team if IFA's • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Excellent PC knowledge BENEFITS: • Expected income of GBP80,000 - 100,000 within first year of work, which is tax-free, and GBP100,000 - 200,000 within second year, tax-free + team overrides • Assistance in finding a flat/flat-share for your first month in Doha with possible support (advance) • Possible financial support for first 3 months -strictly on a case by case basis • An existing client bank for review to facilitate business • 100% commission level from the start of employment • Internal coordination department to book meetings from the day of your arrival UNIQUE SELLING POINTS: • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds • Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects • My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career • Full VISA sponsorship • No office costs • Clients rate the IFA company 9 out 10 stars on TrustPilot Please note: 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 investment product sales experience. UK level 4 financial services qualifications is not mandatory for this position.
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Financial Advisor Hong Kong
Hong Kong
Apply before 2018-02-10
If you are an entrepreneur at heart, then this position could very well suit you. You will work closely with the director to develop the business in Hong Kong, China, Macau and beyond. The company is looking for senior individuals who can collaborate and help build their established business in the region. Sponsored Hong Kong work visas will be complimentary, with no cost to you. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting • Comply with all industry rules and regulations REQUIREMENTS: • Experienced offshore consultants with a minimum of 2 years’ working with international clients (expat clients). • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Good Microsoft Office skills and knowledge COMPETENCIES: • Experience in financial services • Attention to detail • Hard-working and motivated individuals • Confidence and strong interpersonal skills • A flexible and adaptable approach to work • Successful and target-driven individuals PERSONAL ATTRIBUTES: Strong work ethic; be self-sufficient and able to work both independently and in a team. MINIMUM REQUIREMENTS: Only candidates with two years’ experience in the financial services industry will be considered for this role. Please note: Experience working in the international wealth management business is a requirement. 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 experience.Please don't send your CV for any other jobs of professions.
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Financial Advisor Brussels
Brussels
Apply before 2018-02-10
Our client is an experienced UK IFA company properly licensed for doing business in the EU. The company has an incredible business in Qatar with expansion planned for Europe and is looking for experienced financial advisers for their new offices coming soon to Brussels. We are looking for a Financial Adviser to act as an intermediary between the company and its clients. You will provide to their clients financial guidance and make recommendations on how to best utilise their money. UK level 4 CISI financial services qualifications preferable. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting= • Oversee the course of the financial plan and update it, if necessary, to ensure profits • Comply with all industry rules and regulations REQUIREMENTS: • Proven working experience as a Financial adviser or relevant experience • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply BENEFITS: • Expected income of GBP80,000 - 100,000 within first year of work, which is tax-free, and GBP100,000 - 200,000 within second year • Possibility to trip across the EU for business • Possible financial support for first 3 months - strictly on a case by case basis • An existing client bank for review to facilitate business • 100% commission level from the start of employment • Internal coordination department to book meetings from the day of your arrival UNIQUE SELLING POINTS: • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds • Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects • My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career • No office costs • Clients rate the IFA company 9 out 10 stars on TrustPilot Please note: 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 investment product sales experience. UK level 4 CISI financial services qualifications preferable.
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Financial Advisors wanted in Namibia
Windhoek
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Windhoek and perhaps other regions in Namibia. RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Financial Advisors Wanted in Nigeria
Abuja
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Lagos and Abuja. RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Financial Advisor Kuala Lumpur Malaysia
Kuala Lumpur
Apply before 2018-02-10
Our client is an experienced IFA company properly licensed in Hong Kong. If you are an entrepreneur at heart, then this position could very well suit you. My client is looking for experienced financial advisers for their new offices in Kuala Lumpur, Malaysia. RESPONSIBILITIES: • Provide strategic advice across a variety of financial products and services • Assess client's overall financial picture, understand their needs and develop a solid financial plan • Guide clients towards a profitable and secure financial decision • Keep abreast of new industry's trends and research market to back up financial consulting • Comply with all industry rules and regulations REQUIREMENTS: • Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients). • Track record of successful financial guidance • Ability to analyze market's financial data and to provide appropriate data-based advice • Strong communication, negotiation and presentation skills • Accuracy, attention to detail and the ability to explain complex information clearly and simply • Good Microsoft Office skills and knowledge COMPETENCIES: • Experience in financial services • Attention to detail • Hard-working and motivated individuals • Confidence and strong interpersonal skills • A flexible and adaptable approach to work • Successful and target-driven individuals PERSONAL ATTRIBUTES: Strong work ethic; be self-sufficient and able to work both independently and in a team. MINIMUM REQUIREMENTS: Only candidates with two years’ experience in the financial services industry will be considered for this role. Please note: Experience working in the international wealth management business is a requirement. 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 experience.Please don't send your CV for any other jobs of professions.
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Financial Coordinator BDM Wanted in Santiago
Santiago
Apply before 2018-02-10
Our client is an experienced UK IFA company with offices across Latin America. They are looking for experienced client relationship mangers (also called BDM's or coordinators) for their office in Santiago, Chile. These 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 / insurance) 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. RESPONSIBILITIES: * Assess client's overall financial picture, understand their needs to develop a solid financial plan * Promote our client's products and services portfolio * Strengthen relationships with our client's customers 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 INCENTIVES: Basic salary + commission. Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM. MINIMUM REQUIREMENTS: 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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Private Client Wealth Advisor
Dubai
Apply before 2018-02-10
Looking for ways to grow your business internationally? We know advisers are always looking for ways to grow and even future-proof their business. We offer a true value proposition to drive short-term income, long-term capital value and a professional career. This is achieved by putting client and adviser needs at the forefront of everything we do. It is in our interests to work hard to make your life easier – we can offer you a paperless ‘back office’, run by a dedicated and enthusiastic central team. We can provide leading training and intellectual property. We can help you build valuable relationships with professional connections and we can supply you with a ready-made exit strategy. We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilise their money. RESPONSIBILITIES: *Provide strategic advice across a variety of financial products and services *Assess client's overall financial picture, understand their needs and develop a solid financial plan *Guide clients towards a profitable and secure financial decision *Keep abreast of new industry's trends and research market to back up financial consulting *Oversee the course of the financial plan and update it, if necessary, to ensure profits *Comply with all industry rules and regulations REQUIREMENTS: *Very competent in spoken and written business English * Ambitious UK Level 4+ qualified candidates * Attention to detail * Hard-working and motivated individuals * Confidence and strong interpersonal skills * Successful and target-driven individuals * 3 years proven working experience as a Financial adviser or relevant experience *Track record of successful financial guidance *Ability to analyze market's financial data and to provide appropriate data-based advice *Strong communication, negotiation and presentation skills *Accuracy, attention to detail and the ability to explain complex information clearly and simply *Excellent PC knowledge and ability to operate database systems BENEFITS: * The ability to earn substantially in the UAE * Dedicated training from qualified and experienced professionals * A structured career path * Fantastic back office support * Residence visa to live and work in Dubai * Generous uncapped commission-only package UNIQUE SELLING POINTS: *10,647+ clients = knowledge and experience *65 licenses = security and peace of mind *36 jurisdictions = global outlook *26 Awards = results focused Please note: A minimum of 3years experience as a qualified level 4 advisor working in the wealth management business is a requirement. 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 insurance sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Client relationship Manager - Doha Qatar
Doha
Apply before 2018-02-10
Our client is an experienced UK IFA company. The company has an incredible business in Qatar and is looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Doha, Qatar. These 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 / insurance) 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. RESPONSIBILITIES: • Assess client's overall financial picture, understand their needs to develop a solid financial plan • Promote our client's products and services portfolio • Strengthen relationships with our client's customers 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 INCENTIVES: • Basic salary + commission. Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM. USP's: • 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. • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds • Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects • Full VISA sponsorship • No office costs • Clients rate the IFA company 9 out 10 stars on TrustPilot Salary: 8000 QAR+ 10% of commission issued. MINIMUM REQUIREMENTS: 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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Financial Advisors wanted in Rwanda
Kigali
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Kigali, Rwanda. RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Financial Advisors wanted in Botswana
Gaborone
Apply before 2018-02-10
My client is one of the oldest independent financial adviser groups in Africa established in 1995, headquartered in Mauritius and operating around the world. They offer a range of services to help clients make informed financial decisions to protect their families from unexpected difficulties, to enable them to grow and secure their wealth in the present, and also to preserve it for the future. They currently have a need for an experienced financial advisors to be based in Gaborone, Botswana RESPONSIBILITIES: • Advise expats and locals on Investments, Life Cover, Pensions, Education Plans and Wealth Management solutions • Adviser must have worked in financial sector before, preferably in Offshore financial services and have a general understanding of Offshore Life and Investment products • Adviser should be a self-starter and willing to work in a close team environment • Adviser should be looking to grow his own book of business and look in the future to build a team of advisers REQUIREMENTS: • Ideally have a bachelor’s degree in economics, finance, accounting, law or related subjects. • Financial Services qualifications preferable, but not mandatory • 1 -2 years managing personal book of clients. • Proven working experience as an investment adviser or relevant experience • Track record of successful financial guidance • Strong communication, negotiation and presentation skills • Good Computer and Microsoft Office skills My client will offer the following to the right candidate: • Full training in company procedures • Full use of head office • External marketing campaigns to provide high quality leads • Excellent Commission paid • Excellent Trail and service fees paid • Opportunity to own company shares in the future Whoever grabs this opportunity has such a fantastic opportunity to build a very successful business. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 international wealth management sales experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.
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Investment Advisor Kenya
Nairobi
Apply before 2018-02-10
Our client, headquartered in Oman, is a premier financial services provider to individuals and businesses specializing in the offshore market place. The company operates in South East Asia and Middle East, with African expansion plans in the advanced stages. They are now looking to maximize the opportunity that Kenya and Uganda offers for offshore financial services. The primary focus of the Financial Adviser will be new business generation. Ideal Candidate: * Existing offshore financial advisory, insurance, banking and/or asset management experience * Financial Services qualifications preferred, but not essential * Be highly organized * Be very motivated * Have a flawless work ethic * Have a proven ability to excel beyond targets and deadlines Incentives: * The ability to earn 50k+ GBP p.a. in your first year * Dedicated training from qualified and experienced professionals * Great back office support from an established company * Please note that this job is uncapped commission only. Competencies: * Experience in financial services i.e. sales, insurance, banking or asset management * Attention to detail * Hard-working and motivated individuals * Confidence and strong interpersonal skills * A flexible and adaptable approach to work * Successful and target-driven individuals Personal Attributes: Strong work ethic; be self-sufficient and able to work both independently and in a team. Qualifications: Financial Services qualifications a plus, but not essential. Other (language, work visa/permit, etc.): English first language Minimum Requirements: Secondary Level Certificate or equivalent. Only candidates with existing wealth management / investment management industry sales experience will be considered for this role. Please note: A minimum of two years experience working in the wealth management industry is a requirement. 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 investment advisory sales experience.
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