Independent Financial Advisers - Asia

Vacancies in Asia

Job reference: GN-2104-10322

Short Description

We have a new opportunity for Independent Financial Advisers based in Asia who are looking for an exit strategy. Our Client is acquiring books of business across Asia.

Job Detail

The Company

Our Client is headquartered in Singapore and provides independent financial advice to HNW Clients across Asia. Their dedicated, high quality wealth management service provides Clients with comprehensive advice on investments, insurance and tax planning. The company has licenses and product provider agreements in place to offer qualified and transparent advice to their Clients. 

They are now expanding their business in Asia and are looking to agree practice buy outs (PBOs) with experienced financial advisers with client books who are either looking to move to a different location or possibly leave the industry. This is an ideal opportunity for advisers who want to realise a monetary value for the business they have built. 

Locations - Our Client is seeking to agree PBOs with Financial Advisers based across Asia, but, in particular:

    • Malaysia
    • Thailand
    • China
    • Vietnam
    • Indonesia
    • Philippines
    • Cambodia

Candidate Profile - Financial Advisers:

    • Established in Asia, preferably with at least 3+ years working as an adviser
    • Existing FUM of USD $4M or more
    • Must deal primarily with pensions and lump sum business (not regular premiums)
    • Independent or part of a brokerage

Financial Adviser PBO:

    • Valuation based on multiples of annual recurring income
    • Guaranteed payments in stages, to be agreed with our Client
    • Clients to be managed through a coordinated transition and ongoing management by Singapore MAS qualified advisers, ensuring advisers can exit their business, confident in the knowledge that their loyal client base will continue to receive an excellent standard of service.

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