Independent Financial Advisor

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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