Independent Financial Advisor

 

Recruiter:

Element Recruitment

Job Ref:

FA

Date posted:

Tuesday, January 26, 2021

Location:

Johannesburg, South Africa

Salary:

Negotiable


SUMMARY:
Johannesburg and Cape Town. 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

POSITION INFO:

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.







 

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