At OIBME we offer a comprehensive range of unique financial services that will enable you to take full advantage of the tax breaks and investment vehicles specific to your circumstances - we are here to serve you and build the best long-term tailor-made solutions with maximum trust.Job Summary- Create new leads, locally and globally- Handle inbound qualified leads from multiple regions- Market, service and promote the company's financial products- Explain the Key Terms & Conditions and Risk Warnings of financial products and client on boarding process in a clear, concise and not misleading manner- Schedule meetings and presentations with clients and prospects- Responsible for complete customer journey for new business including finalising the investment and associated paperwork- Generate additional leads through contacting personal networks, LinkedIn, generating referrals, attending local seminars and trade shows and joining networking groups- Follow up with customers to maintain continued relationships

A Financial Consultant providing clients with bespoke advice in a cost-effective, friendly, and professional manner. Specifically working with individuals, Companies and Trusts to plan for their financial futures by offering information and guidance on taxes, investments and insurance.Job Summary- Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.- Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.- Obtain clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.- Provide financial management information by preparing financial status analyses and reports.- Update job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.- Explore opportunities to add value to Company mission and objectives

Overseas Financial ConsultantSenior Financial ConsultantMLROMarketing ManagerHead of Mortgage Dept.