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.







 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Internal Audit Manager
Location: Johannesburg
Salary: 1200000 Annually
Exciting opportunity for an Internal Audit Manager in Gauteng
8 days ago


Ultra-High-Net-Worth Family Officer
Location: Johannesburg
Salary: Market Related
Ultra-High-Net-Worth Family Officer
11 days ago


Ultra-High-Net-Worth Family Officer | Sandton
Location: Sandton, Gauteng
Salary: market related
Ultra-High-Net-Worth Family Officer | Sandton
11 days ago


Financial Accountant: Tax & Compliance
Location: Johannesburg
Salary:
Tired of being just another number in a massive finance team? If you’re an Accountant who lives for the precision of tax but wants the freedom to run the show, this is your move. Our client is an expanding powerhouse that needs a Full Finance Function expert to step up and own their specialized finance department.
13 days ago


Ultra-High-Net-Worth Family Officer
Location: Sandton, Gauteng
Salary: Market-related
Ultra-High-Net-Worth Family Officer
13 days ago


Junior Financial Advisor
Location: Johannesburg
Salary: Annual Salary
Junior financial advisor
25 days ago


Chief Audit Executive
Location: Johannesburg
Salary: 1200000 Annually
Chief Audit Executive | Leading Enterprise Risk, Audit & Transformation
1 day ago


AP Clerk (Contract)
Location: Johannesburg
Salary: 15000 Monthly
Looking for an immediately available finance professional!!!
6 days ago


AP Clerk (Contract)
Location: Johannesburg
Salary: 15000 Monthly
Looking for an immediately available finance professional!!!
6 days ago


Collections Agent (Asset Finance)
Location: Pretoria
Salary:
Collections Agent (Asset Finance) | Pretoria East
6 days ago


Create a free job alert for Independent Financial Advisor in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions