Independent Wealth Manager Archives | Careers at Holborn Assets Wed, 13 Aug 2025 13:28:58 +0000 en-US hourly 1 https://holborncareers.com/wp-content/uploads/2021/01/favicon-1.png Independent Wealth Manager Archives | 32 32 Independent Financial Advisor – Hong Kong https://holborncareers.com/jobs/independent-financial-advisor-kong-kong/ Wed, 15 Mar 2023 15:01:08 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4938 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
 
 
]]> Independent Financial Advisor – Thailand https://holborncareers.com/jobs/independent-financial-advisor-thailand/ Wed, 15 Mar 2023 14:57:58 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4934 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Saudi Arabia https://holborncareers.com/jobs/independent-financial-advisor-saudi-arabia/ Wed, 15 Mar 2023 14:54:40 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4931 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission-only basis.
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – South Africa https://holborncareers.com/jobs/independent-financial-advisor-south-africa/ Wed, 15 Mar 2023 14:48:22 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4928 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors based all over South Africa. We have offices in Johannesburg, Cape Town & Durban. However, you can also work remotely.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • At least 2+ years of proven working experience as a financial advisor working on a commission only basis.
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Vietnam https://holborncareers.com/jobs/independent-financial-advisor-vietnam/ Wed, 15 Mar 2023 14:41:44 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4925 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Malaysia https://holborncareers.com/jobs/independent-financial-advisor-malaysia/ Wed, 15 Mar 2023 14:36:28 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4922 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Mauritius https://holborncareers.com/jobs/independent-financial-advisor-mauritius/ Wed, 15 Mar 2023 14:32:43 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4919 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Portugal https://holborncareers.com/jobs/independent-financial-advisor-portugal/ Wed, 15 Mar 2023 14:21:10 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4913 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Cyprus https://holborncareers.com/jobs/independent-financial-advisor-cyprus/ Wed, 15 Mar 2023 14:17:35 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4905 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]> Independent Financial Advisor – Spain https://holborncareers.com/jobs/financial-adviser-spain/ Wed, 15 Mar 2023 13:20:28 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=4898 Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English
]]>