Wealth Manager wanted in Hong Kong
Prestige International IFA Jobs
Hong Kong, Hong Kong
6天前

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 KongBENEFITS : 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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