Citizenship by Investment Consultants

We’re expanding!

Due to our teams success this year, we are currently on the lookout for Citizenship by Investment Consultants to join and support our existing Wealth Managers, alongside conducting their own client portfolios within our CBI Division here at Holborn Assets. The role is to advise and transact business for clients on a range various worldwide CBI programs. (US/ EB5, Portugal, Canada, Greece, Various Caribbean countries)

This position is a Commission based role (attractive commission packages).

The role of the CBI:

·       Assisting our 200+ Wealth Managers with CBI programs for their clients.

· Establishing relationships, online and face to face meetings with potential clients.

·       Fact finding with prospects. Establishing motivations, timelines and affordability.

·       Experience with CRM is essential

·       A proven, success with presenting and selling online. 

Our offering:

·       Full back office support provided, with our world class advisory service team

·    Attractive commission package

· Extensive product offering

· Flexibility with working hours, having the ability to build your own business under the Holborn umbrella.

· Further qualification funding offered under financial services sector

Please get in touch today if this role fits you! CV to Email: ryan@holbornassets.com