Responsibilities

• Develop and implement growth strategies and business development plans
• Generate leads and engage with prospective clients
• Promote the company’s financial products and services
• Research, identify, and follow up on new business opportunities
• Develop opportunities within target markets with support from the marketing team
• Provide accurate sales forecasts and pipeline updates to management

Qualifications

• Minimum of 2 years’ experience in a similar Business Development role within the financial services sector (essential)
• Strong work ethic and self-motivation
• Excellent communication and interpersonal skills
• Positive, professional, and proactive attitude

Remuneration

About the job

Join Holborn Assets

Key Responsibilities

• Supporting advisers with client administration and documentation.
• Preparing paperwork and maintaining accurate client records.
• Liaising with clients and product providers.
• Assisting with financial research and report preparation.
• Managing diaries, appointments, and general office administration.
• Ensuring client files are accurate, compliant, and up to date.
• Providing day-to-day support to the financial planning team.

About You

• Fluent in English (additional languages would be a significant advantage).
• Strong organisational and communication skills.
• High attention to detail and accuracy.
• Professional, confident, and client-focused manner.
• Comfortable using Microsoft Office and standard business software.
• Previous experience in administration, customer service, or financial services would be beneficial but is not essential.
• Motivated to develop a long-term career within the financial services industry.

What We Offer

• Competitive salary of €21,600 per annum plus performance related commission.
• Full training and ongoing professional development.
• Clear career progression opportunities within Holborn Assets.
• Opportunity to develop into a Financial Adviser role.
• Modern office environment in Elviria, Marbella.
• Potential flexibility to work from home once fully trained and established in the role.
• Supportive and collaborative team environment.

Recruitment Process

We are looking for motivated and confident individuals to join our growing financial services team as an Introducer, with a clear pathway into Business Development and Financial Advisory roles.

This opportunity is ideal for individuals who are ambitious, people-oriented, and eager to build a rewarding career with uncapped earning potential.

What We’re Looking For

• Minimum age: 21 years old
• Malaysian citizens only
• Proficiency in English and Bahasa Melayu
• Strong communication and interpersonal skills
• Confidence speaking with people over the phone and setting appointments
• Positive attitude, resilience, and willingness to learn
• Motivated by performance-based earnings and career progression
• Open to coaching, training, and mentorship
• Previous experience is not essential — attitude and determination matter most

What You’ll Do

• Introduce our financial services to prospective clients
• Make outbound calls and follow up on enquiries
• Schedule appointments for the advisory team
• Build relationships and maintain regular communication with leads
• Learn the fundamentals of financial services and client engagement

Career Progression Path

Stage 1: Introducer

Commission-based role focused on generating leads and appointments. Successful performance and proven results may lead to permanent opportunities within the company.

Stage 2: Business Development Executive

Receive stipend plus commission while handling more in-depth client engagement and business development responsibilities.

Stage 3: Financial Advisor

Advance into a full advisory role with salary, bonuses, and the opportunity to manage high-value client relationships.

Why Join Us?

This is an opportunity to build a long-term career in financial services, even if you are starting without extensive experience or formal qualifications.

• Supporting advisers day to day in the office
• Administration tasks for all new business applications
• Sending applications to providers
• Handling adviser queries (telephone and email)
• Adding clients to back-office systems and Cloud drive
• Checking and processing new client business applications
• Uploading client documents on the back-office systems
• Updating and managing the CRM system
• Processing suitable certifier applications for advisers and submitting them to providers.
• Overseeing new business pipeline
• Communication missing information for applications to advisers
• Dispatching original client documents to providers
• Preparing client policy documents
• Client services – assisting advisers, and clients with any ongoing requirements.
• Anything that may be required.

We are looking for a proactive, creative, and digitally savvy Marketing Assistant to support our team in Bangkok. You will play a key role in managing our online presence, maintaining our websites, and ensuring consistent and effective communication with both new leads and existing clients.

This role is perfect for:

• Someone already in Thailand looking for a long-term opportunity

• A digital nomad seeking stable, impactful work

• A recent university graduate eager to gain international experience

• Anyone passionate about digital marketing and ready to take ownership of multiple brands in a dynamic environment

You will be supporting three professionals in the Bangkok office who share similar marketing needs, making this a varied and engaging role with strong growth potential.

Key Responsibilities

Website & Online Presence

• Maintain and update company websites to ensure accuracy and freshness

• Upload new content, optimize pages, monitor performance, and coordinate with external developers when needed

Social Media

• Manage and grow our social media presence across multiple platforms

• Plan and publish daily posts, stories, and updates

• Monitor engagement and respond to inquiries or comments

Advertising & Lead Generation

• Run online advertising campaigns (Google, Meta, etc.)

• Monitor and optimize campaigns for performance and ROI

• Track leads and coordinate with the team to ensure smooth follow-up

Client Communications

• Manage quarterly updates for existing clients

• Assist in creating newsletters, marketing materials, and client communications

• Support ongoing client engagement initiatives

What We’re Looking For

• Strong understanding of digital marketing tools and platforms

• Basic knowledge of website management (WordPress, Wix, or similar)

• Experience with social media content creation and scheduling

• Analytical mindset with the ability to monitor and improve campaign performance

• Proactive, organized, and able to manage multiple tasks across several stakeholders

• Excellent English is required.

• Must be currently based in Thailand or willing to relocate

What We Offer

• Opportunity to work in a vibrant international office in Bangkok

• Exposure to multiple brands and marketing channels

• Professional growth and hands-on experience across digital marketing disciplines

• Supportive team environment with room to take ownership and develop your skills

• Develop growth strategies and plans
• Generate leads and contact prospective clients
• Promote the company’s financial products and services
• Research and follow up on new business opportunities
• Develop opportunities in target markets with marketing support
• Provide superiors with accurate forecasting of anticipated sales

• Minimum 2 years of experience in a similar Business Development or sales position
• Strong work ethic
• Excellent communication skills
• Positive attitude

We are seeking a proactive and results-driven Business Development Manager (BDM) with expertise in digital marketing to drive business growth and enhance brand visibility in the competitive financial services sector.

Overview

As a Business Development Manager (BDM) specializing in Digital Marketing, you will play a pivotal role in driving both strategic business growth and expanding the organization’s digital footprint. The financial services sector is evolving rapidly, with increasing reliance on digital platforms for customer acquisition, engagement, and retention. Your role will be a dynamic blend of sales, business development, and digital marketing, working at the intersection of innovative marketing tactics and traditional business development principles.

Key Responsibilities

In this role, you’ll be responsible for:

• Building relationships with key clients, partners, and industry stakeholders.
• Developing tailored solutions to meet clients’ financial needs.
• Leveraging digital marketing strategies to create and nurture leads.
• Expanding the company’s market share and customer base.
• Utilizing modern digital tools and proven sales methodologies to foster growth.

Collaboration & Impact

You will work closely with our team in Portugal, ensuring alignment and maximizing the impact of business development initiatives. Additionally, you will contribute to shaping the digital presence of the company, identifying digital marketing opportunities that will position us as a thought leader in the financial services industry.

Responsibilities

• Develop and implement growth strategies and business development plans
• Generate leads and engage with prospective clients
• Promote the company’s financial products and services
• Research, identify, and follow up on new business opportunities
• Develop opportunities within target markets with support from the marketing team
• Provide accurate sales forecasts and pipeline updates to management

Qualifications

• Minimum of 2 years’ experience in a similar Business Development role within the financial services sector (essential)
• Strong work ethic and self-motivation
• Excellent communication and interpersonal skills
• Positive, professional, and proactive attitude

Remuneration

Our CBI Partners are responsible for driving sales and business growth by offering tailored investment solutions that lead to citizenship or residency in designated countries. This role involves managing client relationships, understanding their needs, and guiding them through the entire application process. The ideal candidate is a sales-driven professional with a strong understanding of international investment opportunities, immigration laws, and global citizenship programs.

You can work remotely or office based.

Speak to our Recruitment Team today to find out more!

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