Financial Telesales Coordinator Remote
Caravel Global is an experienced British owned IFA company. The company is looking for an experienced client relationship manger (also called BDM’s or financial coordinators) to work from home. Coordinators are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments /…
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My client is an established and leading provider of expat financial services and wealth management services across Asia with offices in Malaysia, China, Cambodia and Vietnam. Since their founding in 2004, they have been dedicated to providing exceptional financial consulting service to both our individual and corporate clients. My client provides a unique brand of…
Read MoreFinancial Advisor Vietnam
Our wealth management client is looking for Financial advisors to be based in HCM (Saigon), Vietnam 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…
Read MoreIFA wanted in Dubai
Our client in Dubai is an experienced international IFA company properly licensed for doing business Qatar, the EU and now also Dubai. The company has a reputable and established business and they are now looking for experienced financial advisers for their offices opening in January 2021. REQUIREMENTS : This position would ideally suit experienced UK…
Read MoreSenior Financial Planner
As a leading organisation in their sector with offices based across the globe, our client have developed a unique advice proposition which has led to a significant increase in client demand across Switzerland. We have been established in Geneva for over 15 years and are now looking to expand with a new office in Zurich…
Read MoreWealth Manager London
My client HQ’ed in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential. This opportunity in the UK is for potential advisors who have prior experience working as an Independent Advisor or Wealth…
Read MoreUK Pensions Financial Advisor Spain
My client in Spain is a very reputable financial planning and investment management company. They specialise in helping expat professionals, and provide global financial solutions for those with a global lifestyle. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals. What makes them different? Not all offshore financial planning firms…
Read MoreInvestment Advisors wanted in Mexico
Our established and growing IFA client offers a unique opportunity in the offshore industry in Latin America. Our client is very well positioned in the market with virtually no competitors worth mentioning. There is a fair amount of exposure offering their services to the local population which gives advisors the opportunity to diversify a bit…
Read MoreFinancial Advisors Abu Dhabi
My client in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential. This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you…
Read MoreWealth Manager UK
This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career? The right candidate will have access to exclusive international and local solutions to independently advise and service their clients. Working in a face to face…
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