Executive Director – US Markets
International Sales Division
Our client is an exciting, fast-growing and successful International Fund Manager and
Private Client Wealth Management firm with a large range of Institutional and Offshore Clients.
Due to continued growth, they now have an exciting opportunity for an outstanding individual to
work as a technical Executive Director within their International Sales division based in London.
In a new initiative, they are looking to expand the US market by advising on
managing funds for US citizens wherever they reside through the use of sophisticated tax
efficient investment and insurance programs. These include:
Pension Funds
Deferred Variable Annuities
Private Placement Life Insurance
Segregated accounts
Insurance Dedicated Funds
The purpose of the role will be to educate the professional and fiduciary on the use of tax
efficient investment and insurance programmes as potential solutions that the company
can offer to their clients’ tax issues.
The successful candidate will have previous technical experience of designing and/or selling
private placement insurance products within US tax compliant planning vehicles, providing legal
and due diligence reviews and regulatory advice.
Key responsibilities for this role will include:
• Developing relationships with pension trustees and fiduciaries, professional

accountants and attorneys, private banks and wealth advisors and direct referrals
from private clients
• Identifying potential investors whose risk / return profile closely matches the company’s product offering
• Leading the sales process and secure new investors
• Managing the client relationship post acquisition, ensuring continuity of business
• Providing tax efficient solutions and structures to US clients
The successful candidate will be highly proactive and self motivated with excellent interpersonal
skills and able to demonstrate the following:
• An expert understanding of US estate planning such as on the use of life insurance
and pension funds
• A good understanding of the complexities of the US tax regulations
• Strong contacts with a range of US Introducers
• Good prospector with a proven track record of acquiring new clients
• Resilient with good closing skills
• Strong verbal and written presentation skills
• Very focused, hardworking and diligent
• Analytical and able to research the market and create effective sales strategies
• Educated to degree level, preferably in Taxation Laws
This is a new and exciting opportunity to bring together structures and investment plans through
the technical aspects of tax and insurance benefits.
Please submit your CV, together with a cover letter and details of your current remuneration
package