Remote Financial Advisor â International Expatriate Clients
Remote Financial Advisor â International Expatriate Clients
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Job Description
What Youll Be Doing:
Advising international clients on wealth management retirement planning estate strategies and crossborder tax considerations
Developing longterm relationships based on trust transparency and performance
Recommending both regulated and alternative investment products tailored to each clients risk appetite and goals
Staying up to date with global financial regulations and product developments
Working independently in a remote capacity managing your own time and pipeline
Qualifications :
Candidate Profile:
At least 2 years of experience in financial advisory or financial product sales
Excellent interpersonal and sales skills with a consultative approach
Fluent in English (other languages an asset)
Strong ethical foundation and a genuine interest in helping clients secure their financial futures
Selfmotivated and productive in a remote working environment
Willingness to work toward the Level 4 Diploma if not already qualified
Whats in It for You
Full remote flexibility live and work from wherever you choose
Access to a wide and flexible product suite
A supportive entrepreneurial culture that values people over paper
The opportunity to earn your Level 4 Diploma on the job
CISI exam fees reimbursed by our client upon successful completion
A clear pathway to longterm career progression
Additional Information :
What they DONT want:
We are not seeking individuals who are resistant to growth unwilling to adapt or who believe they have nothing left to learn. This opportunity is not suited for those who lack commitment are prone to jumping from role to role or who view professional development as optional. Candidates who engage in timewasting display entitlement or expect success without effort will not thrive in this environment. We are looking for driven professionals who are teachable motivated and serious about building a sustainable longterm career within a reputable firm.
This is not a corporate 95 desk riding job where leads will be handed to you. Its an opportunity for ambitious driven advisors to build a global client base on their terms with real products and real rewards.
If this sounds like the kind of freedom and opportunity youve been looking for we want to hear from you.
Please note: This position would also naturally suit experienced and qualified IFA candidates and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
