About the Role
As an International Financial Advisor, you will be responsible for providing expert financial advice and guidance to clients with international interests. Your primary focus will be on developing and executing strategic financial plans that optimize investments, mitigate risks, and maximize returns across different jurisdictions. You will collaborate closely with cross-functional teams to ensure compliance with international regulations and deliver seamless financial solutions to our clients.
Work Independently; High Potential Income: We are offering those with experience in the Asian markets who already have a client base to make the change and embrace the future direction of the financial services market. We offer the right candidate the opportunity to be independent and really offer value to their clients. At the same time, we offer extremely attractive rates of remuneration which increase over time as you build your business with us.
Trainings & Technology Support: For the right candidate, we also offer a complete training solution to help you start your new career and ongoing training and support during your career with us. We provide the latest IT solutions to enable you to manage your clients and stay in touch with them so they get a unique customer experience from the point of sale right through to their ongoing maintenance while they remain your client.
Ongoing Support: We also provide an ‘in-house’ investment and administration team to provide you with all the support you need to bring in new clients and to also maintain a positive relationship with them.
Network Anywhere!: We do also not have any barriers to our advisors and through technology our advisors can source new clients in any country they choose and we have the products and knowledge to help you provide the right solution for your client.
Potential to Travel Abroad: Traveling abroad as a financial advisor offers more than just professional growth; it also opens doors to personal enrichment. Experiencing new cultures, connecting with clients from different backgrounds, and exploring foreign financial centers will broaden your perspective and expand your global network.
Permanent Remote Work Set-up: As we move away from the impacts of Covid we like many companies offer a fully remote working package saving advisors time and money. Our software enables you to engage with your clients and prospects wherever they maybe through video meetings and the ability to do presentations during these meetings.
Bachelor's degree in Finance, Accounting, Economics, or a related field is not required but is an advantage.
Experience in sales, retail, real estate, insurance and finance is a plus.
Highly driven, motivated, and dynamic individual.
Strong interpersonal skills and excellent verbal and written communication skills.
Active listening skills to understand clients' financial objectives and concerns.
Ability to build rapport and establish long-term relationships with clients based on trust, empathy, and professionalism.
Demonstrates commitment to delivering exceptional customer service.
With strong adherence to ethical standards, integrity, and a commitment to acting in the best interests of clients.
Strong analytical and problem-solving skills.
Collaborative mindset with the ability to work effectively within a team-oriented environment.
With a growth mindset and a commitment to ongoing professional and long-term development in the field of financial advisory.
About the Company
AA POC Consultancy is AstraAsia's business network in the Philippines. This is an official synergy between AstraAsia and POC Management Consultancy. We are a dynamic company based in Makati, Philippines but with offices also around the world looking for dynamic financial advisors who are looking to embrace the changes happening in the financial services market. We are dedicated to helping businesses and individuals harness the full potential of the global marketplace. With a strong focus on international markets, we offer comprehensive financial solutions tailored to our clients' unique needs. As part of our team, you will have the opportunity to work with a diverse range of clients, from multinational corporations to high-net-worth individuals, guiding them toward success in an ever-evolving global economy.