Offer summary

Qualifications:

Proven experience in financial advising or related fields., Strong network of high-net-worth individuals or professional introducers., Knowledge of alternative investments, offshore pension schemes, and estate planning., Ability to operate independently and develop strategic relationships..

Key responsibilities:

Leverage existing client networks to promote alternative investment opportunities.

Build and maintain relationships with high-net-worth clients and professional introducers.

Promote and educate clients on offshore pension schemes, trusts, and private investment structures.

Support the growth of the global team through strategic networking and business development.

Job description

Company Description

About the Opportunity
Our client offers a unique platform designed for experienced financial professionals who value integrity, independence, and high standards. Their model is tailored to individuals who are ready to break away from rigid corporate targets and are seeking a more flexible, purpose-driven way of working.

This opportunity is ideal for those who have built a strong reputation in international financial services and want to align with a brand that respects their autonomy while offering real infrastructure and support.

Who these solutions would suit:

High-Net-Worth Individuals (HNWIs)
Sophisticated Investors
Expatriate Clients

To serve this clientele, our client is building a network of trusted, well-connected professionals who understand the demands and discretion required in this space.

Job Description

Ideal candidates:

You are a financial advisor and you have a client base and are able, without any recourse, to make immediate introductions to your network for new investment opportunities
Your existing client base/network consists of Ultra High, or High Net Worth Individuals and/or other professional introducers
You have already promoted alternative investments successfully to your existing network.

Ideally suited to advisors, introducers and also agents and those who are perhaps experts in:

Compliance
Offshore pension schemes
Trust and estate planning
Private alternative investment structures

Whether based in the UK, Europe, the Middle East, or Asia, professionals with a proven record of driving business growth and nurturing strategic relationships are encouraged to apply.

Professionals with niche expertise that complements the core offering will be well-positioned to play a key role in the growth of the global team.

Qualifications

Brokerage and Advisory Firms:

Firms interested in expanding their value proposition can engage with our client on an execution-only basis. This collaboration allows access to:

Pre-vetted, high-quality investment opportunities
Structured solutions for client referrals
A compliant and professional platform for long-term partnership

What You Gain

✅ Access to global HNW and Sophisticated Investor opportunities
✅ Premium branding and professional positioning
✅ Execution-only structure — no hard selling or quotas
✅ Full marketing, onboarding, and operational support
✅ Flexibility and uncapped earning potential
✅ Clear documentation and guidance for introducers

Additional Information

Your Independence, Fully Supported:

Our client provides the tools, infrastructure, and credibility — you remain in control of your business and client relationships.

If you’re an experienced professional looking to elevate your work, expand your reach, and align with a high-caliber platform, submit your CV and schedule a confidential conversation.

Please note: You do not necessarily have to be an experienced financial advisor as such to market these unique solutions. This brief calls for an extraordinary, proven networking professional, someone who likes to travel, get things done and can get results. Naturally experienced advisors will have a distinct advantage. Preference will be given to those candidates with direct access to their own “book” of clients without recourse from third parties.

Required profile