Infinity Financial SolutionsBusiness Development Manager
Feb. 2020 - Nov. 2022Infinity provides financial planning solutions for expatriates in Asia and beyond. The company was founded in 2004 and now has offices throughout the region with clients across the world. My role is to service our future client's needs at the beginning of the process by assessing their initial requirements and partnering them with a suitably qualified consultant. I ensure the process runs smoothly for our prospective clients by providing seamless communication between the client and the consultant. The job involves dealing with people and requires excellent communication skills. We have clients of over 110 different nationalities, working in a wide range of sectors around the globe. With that kind of diversity, it also makes for an informative role. Infinity's focus is solely on the individual client's needs, and because our clients have such wildly different life circumstances, there is no one-size-fits-all solution. Each financial plan is different and individually tailored to the objectives and circumstances of the client. Essentially, Infinity's services can be split into two broad categories: wealth creation and wealth protection. ✻ 🔑 The key areas we specialize in: ✻✅ Retirement Planning ✻✅ University Education Fee Planning ✻✅Wealth Protection ✻✅ Property Investments ✻✅ Estate Planning & Asset Protection ✻✅ UK Pension Planning & Transfers, QROPS, QNUPS, SIPPS ✻Wealth Creation: Consists of regular savings, lump sum investments, wealth management, retirement planning, pensions and property investments. ✻Wealth Protection: We cover all kinds of insurances, including life, medical, critical illness and income protection policies. It also includes estate planning, establishing trusts and other types of asset protection, including wills.