Recruitment

Our partner firms are looking to bolster their teams, looking for experienced or aspiring LGBT Wealth Managers

Our aim is to support our partner firms and promote our brand as the most forward thinking within the industry. For this reason, we are looking to attract the best and those aspiring to be the best, with a credible track record and have developed or wish to develop a sustainable model.

If you wish to further your career by providing authentic financial advice to the LGBT Community, we are interested in discussing opportunities with you.

 

Why consider joining one of LGBT Wealth’s partner wealth management firms:

LGBT Wealth has vetted many wealth management firms throughout Asia, and has hand-picked what it feels are the best firms available today.

This is because, as a minimum, they all provide:

  • An integrated Fact Find and regular on-going client reviews: Our client relations processes comply with high regulatory standards and risk management, yet they still manage to derive enjoyable, productive client meetings.
  • Extensive product range: In order to provide true balance sheet management, our partner wealth management forms offer products ranging from general insurance, life and critical illness insurance, investment linked assurance schemes, open architecture wrap accounts, private banking, mandatory provident schemes and a vast selection of funds.
  • ‘Trusted Adviser’ concept: As the world becomes more globalised, it is not possible for any one adviser to know all the answers and have all the licenses necessary to adequately advise the all clients they meet. We provide a support network, both internally and externally, so that you may have collaborative access to resources for your more complicated clients and cases, e.g. Australian onshore products, High Net Worth balance sheet management and corporate.
    • Licenses: All the necessary licenses are held, beyond minimum requirements.
    • Training: We believe that successful advisers need to be continually learning at a greater rate than the pace of change.

Whether you are experienced or not, training starts with our induction program that consists of industry leading practical and theoretical modules, delivered during a boot-camp-style week and a follow up period. It doesn’t stop there, licenses require Continual Professional Development, and our partner firms continually train their advisers on product updates, fiscal technical knowledge and a lot more.

  • Flexible approach to how clients want to pay: Your clients may drive how they want to pay. They can usually choose fees, commission or a combination thereof for your upfront advice and on-going services.
  • Multiple sources of recurrent income: Over the years our investment committee has negotiated additional sources of recurrent income. This is at no additional cost to clients, ensures advisers do not overly rely on initial commission and can enjoy significant ‘sticky’ income.
  • Integrate as a team: Enjoy participating in fun based competitions, conventions and team bonding events. And in time successful employees can become shareholders.

Start by contacting us at – careers@lgbt-wealth.com

Regulated activities conducted by appropriately licensed advisers in each jurisdiction.