Independent Financial Advisor NEW

Minimum Requirements: Regulatory Exam 5 (RE5) CFA beneficial Client Book beneficial Financial Industry Experience Client Relationship Management experience Offshore knowledge, Trade Related, Private Equity Excellent communication skills in English Self-Motivated Team Player Entrepreneurship Info: Swiss client Net worth of clients 0 to $3m (min $ in 1st year) Open to Financial Advisors who sell other products as well Own clients 4% return on assets p.a. New clients 2% return on assets p.

a. Trading capabilities 2% to 3 % on assets p.a.

Franchise Package (a first in the Financial industry) will include: IP (Offshore knowledge, Trade Related, Private Equity) License Package Products Mentoring & Coaching Job Details: Self-employment: The company offers you a sophisticated on/offshore client model that will allow you to use and further develop your own skillset when dealing with on and offshore private clients. Employed within a partnership structure with the group Remuneration: You are creating your own income stream generating revenues by servicing your clients using our infrastructure. Revenue potential 2 to 4% p.

a. Return on Assets under Management (AuM). Mentorship for offshore banking, products and services: The company will introduce you to its highly efficient and profitable business model, assuming mentorship and coaching to enable a fast entry into the offshore banking space.

Its technical aspects and benefits for you as an advisor and your clients. 6x Banking Platforms based in Switzerland / Lichtenstein: You will have direct access to 6 offshore banking platforms which will allow you to externalize your clients onshore moneys managed via our sophisticated Core-Loan-Satellite investment strategy. 2x Structured Product Trading Platforms: The company will coach you on a sophisticated, alternative short-term investment range in the structured product space, including direct access to a structured product notes trading system.

Client Administration: The company will assist you with account openings and client due diligence profiling of your clients. Client Trading Administration: The group will assist you with trading for your clients, markets research and more to service your clients. Office: You will be able to work from a remote place of your choice.

Temporary working spaces will be made available, should the need arise. Licenses: Your SA Pty Ltd. will be registered as a Juristic Representative under the FSP licenses of the company KI Services: The company provides a Key Individual for your business.

Administration: The company will take care of all your back-end administration needs.