Financial Consultant
at
Austen Morris Associates
(Anywhere)
Opportunites in South Africa, Africa , China and the Philippines.
As a Financial Consultant you would be involved in providing investment advice and Financial Planning services to individuals and to businesses. A Financial Consultant is responsible for planning and executing a clients’ investment portfolio to maximize profit. This would include understanding capital gains, tax implications as well as acceptable risk levels. This would be done by managing and planning a portfolio spread over a number of investment types including stocks, bonds, mutual funds and Insurance products.Austen Morris Associates is not tied to any particular organization and as such is able to offer the entire spectrum of products and market advice.
Responsibilities
Providing tailor-made investment advice and financial planning services exclusively to expatriates Planning and executing clients’ investment portfolio to maximize profit To build database of potential clients To arrange appointments with potential clients To provide tailor-made financial solutions to clients To develop and execute business plans To develop and maintain close relationship with new and existing clientsOur Offer Comprehensive induction to AMA designed to get you up and running as soon as possible. On-the-job development –ongoing training and support Competitive earnings structure- Leads** Appointments** Office**
- subject to passing induction/training period-
- Industry experienced Senior Advisor +level
We provide extensive back office support on all aspects of administration, portfolio management and client servicing department allowing you to concentrate on building your business rather than on ‘time consuming administration’
Desired Skills and Experience
A successful candidate will already be working as a Consultant ‘offshore.
If you believe that you can improve on your current situation but are lacking support and or experienced leadership or feel that the financial rewards are less than what you deserve then we would like to speak with you.
At Austen Morris Associates, regardless to your starting position of employment, a career track is in place to allow all new and existing employees to move up through the company at the same pace as their peers. It is not dependent on whom you may know or whether your face fits better than the next person. Over the years we have been, and continue to be very successful in developing our entry level (Business Development Coordinators and Para Planners) into some of the most successful Consultants in the Financial Services Industry to date.
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