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 2018-06-09
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. My client is an independent insurance broker headquartered in Dubai with over 25 years of experience in the insurance industry. 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: Candidates who writes $250000 business /a will get a basic of AED 10000 + commission, trail, life insurance, medical for family, ticket for one back home once a year plus family holiday based on target attainment, with bonus. Basic can go up to AED 25000 pm pro-rata production increase. 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.
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Financial Advisor wanted in Thailand
Bangkok
Apply before 2018-06-09
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.
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Financial Coordinator wanted in Romania
Bucharest
Apply before 2018-06-09
My client is an international firm of financial advisors HQ'ed in Cyprus They are proud to be independent and therefor are not owned by any financial institution or life insurance company. The are currently looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Bucharest, Romania 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: • Contacting clients and setting up meetings, either within an office environment or in clients' business premises • Promoting the services the company provides • Liaising with your Financial Advisor and financial institutions • Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications • Answering telephone calls • Managing and organizing appointments and meetings • Managing your Financial Advisor's diary • Managing databases • Attending events/meetings as the Financial Advisor's representative. REQUIREMENTS: • Excellent telephone skills, Good verbal and written communication skills in English • Capacity to adapt to a fast-paced environment • Manage time effectively, Calm under pressure and capable of thinking on their feet • Work well as part of a big team and Outgoing personality • Organizational skills, Accuracy and Efficiency • Self-motivated COMPANY OFFERS: • Defined career path • Global opportunities • As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring • As part of the worldwide team, you will receive comprehensive onsite training • An attractive remuneration • Great office atmosphere with regular social events. 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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Financial Adviser Doha Qatar
London
Apply before 2018-06-07
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: • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates • 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 and Europe, 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 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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Financial Advisor Cape Town
Cape Town
Apply before 2018-06-09
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.
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Wealth Management Sales Agent Kuwait
Kuwait City
Apply before 2018-06-09
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 Advisor Kuala Lumpur Malaysia
Kuala Lumpur
Apply before 2018-06-07
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.
Apply here
Financial Advisors wanted South Africa
Johannesburg
Apply before 2018-06-09
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 wanted in Switzerland
Grand-Saconnex
Apply before 2018-06-09
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 Coordinator wanted in Warsaw
Warsaw
Apply before 2018-06-09
My client is an international firm of financial advisors HQ'ed in Cyprus They are proud to be independent and therefor are not owned by any financial institution or life insurance company. The are currently looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Warsaw, Poland. 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: • Contacting clients and setting up meetings, either within an office environment or in clients' business premises • Promoting the services the company provides • Liaising with your Financial Advisor and financial institutions • Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications • Answering telephone calls • Managing and organizing appointments and meetings • Managing your Financial Advisor's diary • Managing databases • Attending events/meetings as the Financial Advisor's representative. REQUIREMENTS: • Excellent telephone skills, Good verbal and written communication skills in english • Capacity to adapt to a fast-paced environment • Manage time effectively, Calm under pressure and capable of thinking on their feet • Work well as part of a big team and Outgoing personality • Organizational skills, Accuracy and Efficiency • Self-motivated COMPANY OFFERS: • Defined career path • Global opportunities • As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring • As part of the worldwide team, you will receive comprehensive onsite training • An attractive remuneration • Great office atmosphere with regular social events. 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.
Apply here
Financial Advisor Shanghai
Shanghai
Apply before 2018-06-09
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
French Speaking IFA wanted in Mauritius
Quatre Bornes
Apply before 2018-06-09
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 2018-06-09
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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International Financial Advisor Marbella Spain
London
Apply before 2018-06-07
Experienced financial advisors take note! We are looking for a financial advisor in Spain to help grow the companies client base! UK level 4 CISI financial services qualifications desirable, but not mandatory. Previous team leading experience is a must. REQUIREMENTS : • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates • Proven working experience as a Financial adviser • Excellent in communication and client-relationship skills • Develop, lead and manage the sales organization to advise on Financial products • Provide the vision, inspiration and leadership necessary to drive commercial success • Organizational and will have time management skills • Will have the Capability to build rapport with people from multiple nationalities, jobs and industries • Will have the Capacity to adapt to a fast-paced environment • Focused approach to build business 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 BENEFITS: • Expected income of GBP80,000 - 100,000 within first year of work and GBP100,000 - 200,000 within second year + team overrides • Assistance in finding accommodation • An existing client bank for review to facilitate business • Internal coordination department to book meetings 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. This position demands previous team leading experience. Please only apply if you have the required investment product sales and team leading experience. UK level 4 financial services qualifications is not mandatory for this position.
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Independent Financial Advisor Gibraltar
Gibraltar
Apply before 2018-06-09
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 Advisor Santiago - Chile
London
Apply before 2018-06-07
My client is an experienced and established International financial advisory firm based in Santiago, Chile with various offices across the Latam region. Santiago is a great city, lovely climate, safe, and there is minimal competition. You should expect to earn $150k+ in year 1, and more after that. My client has a team of BDM's to make calls, although they would expect you as the advisor to generate some of your own meetings, especially via referrals. 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: • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region • English first language (business language) • UK financial services qualifications preferred, but not mandatory (DipFA, DipPFS or similar 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) of around $1500 for 3 months for suitably qualified candidate. More might be negotiated for the right candidate, depending on experience and a few other factors. 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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Invesyment Advisors wanted in Uganda
Kampala
Apply before 2018-06-09
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.
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Investment advisors wanted in Germany
Frankfurt
Apply before 2018-06-13
Our client is an experienced wealth management company regulated by the Financial Services Commission (Gibraltar) Number FSC1118B. Compliant under IMD & MiFiD. My client is looking for experienced financial advisers looking to initially work from home in Germany, Spain. They have offices currently in Gibraltar and Ireland. 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: • UK Financial Services qualified and CPD compliant. Experienced 4 years + in offshore markets, high level of understanding of process's and clean track record. • 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 USP's • Retainer €2500 per month • Commissions up to 70% • Travel expenses (Flights, accommodation and food allowance) when necessary • Full admin and compliance functions • Lead generation from their sources (international/ Europe) MINIMUM REQUIREMENTS: Only candidates with four 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 wanted in Cyprus
Limassol
Apply before 2018-06-09
My client is an international firm of financial advisors HQ'ed in Cyprus They are proud to be independent and therefor are not owned by any financial institution or life insurance company. The are currently looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Cyprus. 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: • Contacting clients and setting up meetings, either within an office environment or in clients' business premises • Promoting the services the company provides • Liaising with your Financial Advisor and financial institutions • Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications • Answering telephone calls • Managing and organizing appointments and meetings • Managing your Financial Advisor's diary • Managing databases • Attending events/meetings as the Financial Advisor's representative. REQUIREMENTS: • Excellent telephone skills, Good verbal and written communication skills in english • Capacity to adapt to a fast-paced environment • Manage time effectively, Calm under pressure and capable of thinking on their feet • Work well as part of a big team and Outgoing personality • Organizational skills, Accuracy and Efficiency • Self-motivated COMPANY OFFERS: • Defined career path • Global opportunities • As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring • As part of the worldwide team, you will receive comprehensive onsite training • An attractive remuneration • Great office atmosphere with regular social events. 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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International Financial Adviser - Caribbean
Hamilton
Apply before 2018-06-09
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.
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Wealth Manager Hong Kong
Hong Kong
Apply before 2018-06-09
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 Hong Kong and also Geneva. RESPONSIBILITIES: • Booking meetings with other expatriates who are living and working in HK 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 HK 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 ! Their dream profile is someone who needs to earn a solid six figure income for the next seven years. You need to be able to deal with High Net Worth individuals and provide them with confidential financial advice. 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 Malaysia
Kuala Lumpur
Apply before 2018-06-09
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 wanted in Vietnam
Ho Chi Minh City
Apply before 2018-06-09
Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in Vietnam, Myanmar, Malaysia, Thailand & Cambodia. 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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International Financial Advisor Dubai
Dubai
Apply before 2018-06-07
My client is one of Switzerland's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for Financial Planning Consultants for their new office in Dubai. As a Financial Planning Consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client’s current position and the options available to them to meet their financial goals) and client relationship development. Roles & Responsibilities: • Representing my client's Financial Consultant Team • Financial Planning Analysis • Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team. • Pursuing new client relationships. • Lead and manage a Business Development Manager /Para-planner. • Lending your strengths toward achieving the shared business vision in collaboration with the internal team. Advantageous Skills: • The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis • Has achieved a level 6 qualification in Financial Services (Wealth management, financial planning or insurance disciplines) • Has experience leading or working within a sales team Job Requirements: • Minimum three years’ experience within wealth management/financial advisory - no record of client dissatisfaction or regulatory sanctions • Minimum of a level 4 Qualification or equivalent in financial services • Proven track record in client relationship management and acquisition • Self-motivated, dynamic personality with an ability to work independently Please note: A minimum of three (3) 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.
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International Financial Advisor Warsaw - Poland
London
Apply before 2018-06-07
Experienced financial advisors take note! We are looking for a financial advisor in Warsaw Poland to help grow the companies client base. UK level 4 CISI financial services qualifications desirable, but not mandatory. Previous team leading experience is a must. REQUIREMENTS : • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates • Proven working experience as a Financial adviser • Excellent in communication and client-relationship skills • Develop, lead and manage the sales organization to advise on Financial products • Provide the vision, inspiration and leadership necessary to drive commercial success • Organizational and will have time management skills • Will have the Capability to build rapport with people from multiple nationalities, jobs and industries • Will have the Capacity to adapt to a fast-paced environment • Focused approach to build business 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 BENEFITS: • Expected income of GBP80,000 - 100,000 within first year of work and GBP100,000 - 200,000 within second year + team overrides • Assistance in finding accommodation • An existing client bank for review to facilitate business • Internal coordination department to book meetings 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. This position demands previous team leading experience. Please only apply if you have the required investment product sales and team leading experience. UK level 4 financial services qualifications is not mandatory for this position.
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Financial Advisor Geneva Switzerland
Geneva
Apply before 2018-06-07
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 position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates • 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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Wealth Manager wanted in Geneva
Geneva
Apply before 2018-06-09
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 ! Their dream profile is someone who needs to earn a solid six figure income for the next seven years. You need to be able to deal with High Net Worth individuals and provide them with confidential financial advice. 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 2018-06-09
My client is one of Switzerland's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for a few additional financial coordinators for their established offices in Geneva. 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: • Prospect for organisations and individuals online (especially on social media) or offline, to identify new leads and potential new markets • Contact potential clients via cold calls or emails within your market or geographic area, to ensure a robust pipeline of leads • Set up meetings between client decision makers and company’s Financial Advisers • Plan approaches and pitches (work with Sales team to develop proposals that speaks to the client’s needs, concerns, and objectives) • Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion (use a variety of styles to persuade or negotiate appropriately) • Work alongside Financial Advisers, to establish their client base • Work with technical staff and other internal colleagues to meet customer and company’s needs • Continue self-development by attending industry functions, such as association events and conferences; and participate in internal training presentations • Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales and development of the unique selling propositions • Research and develop a thorough understanding and knowledge of the service provided to a client using the company’s Training Platform • Ensure that data is accurately entered and managed within the company’s CRM • Mentor new employees and help team members develop their skills REQUIREMENTS: • Networking & Prospecting Skills • Persuasion & Closing Skills • Communication & Negotiation skills • Identification of Customer Needs and Challenges • Market & Industry Knowledge • Self - Motivation for Success • Professionalism & Work Ethic • CRM & Microsoft Office Knowledge • Ability to Build Rapport • Time Management & Planning Skills • Ability to Handle Pressure and Meet Sales Targets • Excellent time management & Attention to Details INCENTIVES: Salary CHF 2’500 monthly plus 10% commission of the financial advisor. 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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UK Pension Transfer Coordinators Qatar
London
Apply before 2018-06-09
Our client is an experienced British owned 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 and Europe, 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 Brussels - EU
Brussels
Apply before 2018-06-07
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: • This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region. • Proven working experience as an international / offshore investment 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 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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Independent Financial Adviser Spain
Marbella
Apply before 2018-06-09
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 Hong Kong
Hong Kong
Apply before 2018-06-09
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. My client is not your typical IFA company. They fully support and look after their staff and have managed to create a real team environment in all of their offices. Although consultants are naturally in competition with each other for their regular incentives (ie. iPhone X, F1 tickets etc etc) and end of year top consultants prize, everybody works together to achieve the office target and help each other when needed. Every office always has a beer or two together at the end of the week and regularly go Go-Karting, Paint balling and the likes. Their offices are positive, respectful, highly motivated environments to work in which consultants at some companies claim to no have experienced before. Somebody joining our client will given an environment- and the support/training to grow. 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 Advisors wanted in Kuwait
London
Apply before 2018-06-09
Our client who has worked as an international Financial Adviser in Kuwait for over 12 years, is well-established in the lucrative Kuwaiti expat market. The CEO is now looking for one or two experienced financial advisers for their offices in Kuwait. A call-center is currently being established to add further leads for advisors working for them. UNIQUE SELLING POINTS • Well-established within the marketplace • Large number of high-earning British/EUexpats (Big Oil Industry) • Low number of competitors • BDM/ Coordinator support available. • Easy to get to neighboring gulf regions like Dubai and others for weekend breaks • Advisors often work for 3 months or so, taking short breaks in between • The CEO will provide advice and guidance for initial sales calls and will accompany new starts CANDIDATE PROFILE:- • Experience in financial services • Enthusiastic, competitive, ambitious • Financially stable; £5k+ liquid cash • Confidence and strong interpersonal skills • Possible assistance with accommodation, Flights, transport • Coordinator / BDM support + access to some orphan clients 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 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 do not send your CV for any other jobs of professions.
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Client relationship Manager - Doha Qatar
London
Apply before 2018-06-07
Our client is an experienced British owned 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. They are looking to double their team towards June 2018. 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: • This role would best suit those with EU / UK passports or those already working for offshore financial planning firms in the gulf region • 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 and Europe, 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 ($2200)+ 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 Namibia
Windhoek
Apply before 2018-06-09
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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Investment Advisors Wanted in Nigeria
Abuja
Apply before 2018-06-09
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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Investment Advisor Kenya
Nairobi
Apply before 2018-06-09
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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Investment advisors wanted in Barcelona Spain
Barcelona
Apply before 2018-06-13
Our client is an experienced wealth management company regulated by the Financial Services Commission (Gibraltar) Number FSC1118B. Compliant under IMD & MiFiD. My client is looking for experienced financial advisers looking to initially work from home in Spain and Germany. They have offices currently in Gibraltar and Ireland. 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: • UK Financial Services qualified and CPD compliant. Experienced 4 years + in offshore markets, high level of understanding of process's and clean track record. • 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 USP's • Retainer €2500 per month • Commissions up to 70% • Travel expenses (Flights, accommodation and food allowance) when necessary • Full admin and compliance functions • Lead generation from their sources (international/ Europe) MINIMUM REQUIREMENTS: Only candidates with four 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.
Apply here
Financial Advisors wanted in Botswana
Gaborone
Apply before 2018-06-09
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.
Apply here
Investment Advisors wanted in Rwanda
Kigali
Apply before 2018-06-09
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.
Apply here
Financial Coordinator wanted in Budapest
Budapest
Apply before 2018-06-09
y client is an international firm of financial advisors HQ'ed in Cyprus They are proud to be independent and therefor are not owned by any financial institution or life insurance company. The are currently looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Budapest, Hungary 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: • Contacting clients and setting up meetings, either within an office environment or in clients' business premises • Promoting the services the company provides • Liaising with your Financial Advisor and financial institutions • Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications • Answering telephone calls • Managing and organizing appointments and meetings • Managing your Financial Advisor's diary • Managing databases • Attending events/meetings as the Financial Advisor's representative. REQUIREMENTS: • Excellent telephone skills, Good verbal and written communication skills in English • Capacity to adapt to a fast-paced environment • Manage time effectively, Calm under pressure and capable of thinking on their feet • Work well as part of a big team and Outgoing personality • Organizational skills, Accuracy and Efficiency • Self-motivated COMPANY OFFERS: • Defined career path • Global opportunities • As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring • As part of the worldwide team, you will receive comprehensive onsite training • An attractive remuneration • Great office atmosphere with regular social events. 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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