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.
You are only one step away from being able to work remotely from anywhere. Fill out your email address here and then you will be directed to the application page for this remote job position. Good luck!