About the Company
Our client is a trusted and client-centric financial practitioner operating in the offshore market. Understanding that not all offshore financial planning firms operate the same, they pride themselves on doing things differently. Their primary objective is to be recognised as the most trusted provider in the offshore financial sector.
Why Choose Our Client
* Qualified Advisors: All Senior Financial Planners are qualified to at least CISI or CII Level 4, with many holding Level 6 or 7 qualifications. This commitment to professionalism ensures that clients only work with the most technically skilled advisors.
* Transparent and Fair Practices: All advice is documented in writing prior to the sale, with clear details on fees and charges outlined to clients upfront.
* Sensible Investment Management: They exclusively use investment propositions located in regulated jurisdictions, ensuring that clients' finances are managed responsibly by qualified professionals.
* Client Trust: Clients can publicly rate their experiences and share feedback, providing transparency and building the firm’s solid reputation.
* Annual Reviews: Their focus is on building long-term relationships rather than securing short-term commissions. Clients are entitled to at least one annual review and can reach their advisors at any time via phone or email.
* Global Client Service: With offices in the Middle East and Europe, and a dedicated Global Client Service team, they cater to clients worldwide. Solutions are tailored for those with a global lifestyle, ensuring tax and currency efficiencies are optimized.
Key Responsibilities:
* Identify and pursue new business opportunities within the US market.
* Develop and maintain strong relationships with potential clients through phone outreach and networking.
* Conduct market research to identify trends and opportunities for growth.
* Collaborate with internal teams to create tailored solutions for clients.
* Attend industry events, conferences, and networking functions to expand the client base.
* Meet and exceed sales targets and KPIs.
Qualifications
* Proven track record of success in business development, ideally within wealth management or financial services.
* A minimum of 12 months of experience in the financial services or related industry.
* Strong communication and interpersonal skills.
* Ability to work independently and drive results in a remote environment.
* Excellent networking abilities and a customer-oriented mindset.
Compensation
* Competitive base salary.
* Uncapped commission potential, allowing high performers to significantly increase their earnings.
Equal Opportunity Statement
* If you are a motivated professional looking for an opportunity for growth and advancement in a thriving industry, we encourage you to apply.