Martin Colley

Acquired two decades of expertise in wealth creation for global clients.

The world of financial advice is a difficult one for clients and my aim is to assist international individuals and companies in creating sustainable capital growth and income.

Education, qualification, experience and the ability to understand a clients requirements are key to the success of a relationship.

Having started my career in Cairo, I then helped open offices in Amsterdam and The Hague before moving onto Asia working in Kuala Lumpur, Miri, Jakarta and almost a decade in Singapore fully qualified and regulated by the Monetary Authority of Singapore.

Now I spend most of my time working from Prague, CZ.

My main focus now is helping people ensure they have the right investments in place for their future.

• Self-motivated, with a strong sense of personal responsibility.
• Excellent communication skills, both verbal and written.

• Developed customised training materials tailored to diverse learning styles and needs.
• Introduced role-play exercises simulating real-world customer interactions during trainings; improving practical application abilities among participants.
• Established clear expectations for performance improvement following completion of each training program or module, holding employees accountable for applying newly-acquired skills on the job effectively.
• Recognised and rewarded top-performing employees for their outstanding achievements in training programs, fostering motivation and driving further success.
• Assessed and analysed sales team performance to determine areas of weakness and areas of strength.
• Evaluated the effectiveness of training programs through regular assessment, making adjustments as needed for optimal results.
• Improved overall sales results by providing ongoing coaching and feedback to individual team members.
• Collaborated with senior management to identify skill gaps and develop targeted training initiatives.
• Created opportunities for mentorship between experienced sales professionals and newer hires, promoting knowledge sharing within the team.
• Improved revenue generation of new and existing advisor's by over 50% by implementing new, improved onboarding process.

Enhanced OPS's visibility among high-net-worth individuals through successful engagement featuring on Joe Rogan's globally leading podcast.

Directed operations for more than 80 financial advisors spanning Zurich, Basel, and Geneva.

• Overseeing the development and performance of financial advisors, ensuring they met key business and compliance standards.

• Delivering strategic training programs to enhance sales techniques, client relationship management, and financial product knowledge.

• Providing hands-on mentorship to advisors, helping them navigate complex client scenarios and build sustainable portfolios.

• Driving business growth by implementing best practices and fostering a high-performance culture.

This role allowed me to refine leadership strategies, ensure the right mind set was instilled, develop and enhance top-tier financial talent, and contribute to the firm’s 20x growth in Switzerland.