Kloss joined OMI in August 2014 as an area sales manager in Hong Kong. During this period, he developed key broker relationships in the region and played an active role in helping adviser businesses deliver high quality, sustainable, financial planning to clients.
A US expat, Kloss spearheaded a campaign in the region to raise awareness of the complications US expats face when it comes to pension savings, helping put the spotlight on the alternative solutions available.
Growth strategy
His priority in his new role is to continue to build OMI’s growth strategy in the region, expanding its distribution opportunities and broadening its proposition to a wider audience.
The business will continue to target internationally mobile clients and will look to build on the broker relationships already established. The high net worth market is an important growth area and Kloss will continue to support and develop the company’s relationship with private banks and other institutions.
Brendan Dolan, recently appointed sales director of OMI, said: “[Ian’s] in-depth knowledge of the Asian market will be a real asset and his unfettered enthusiasm will help the team grow our business in the region. We remain committed to the advice sector and to our multi-channel distribution strategy in the Singapore region.”
Kloss said: “Singapore is a fantastic region, with great potential. The market is well-regulated with a growing number of wealthy individuals needing quality financial planning and tailored solutions.
“We are well positioned as a business to continue our growth strategy, build on the relationships already established and broaden our proposition to a wider audience.”
