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Salary range – USD$100,000 - USD$300,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus.
About the RoleWe are seeking a highly skilled Investment Advisor to join our team at LOM Financial Group. As a trusted advisor, you will be responsible for developing long-term relationships with our clients and providing expert financial advice and planning.
Key Responsibilities:
- Achieve established targets for new clients, net portfolio growth, assets and revenues;
- Build new relationships/clients through networking and cold calling. Develop existing relationships, increase client investment in LOM products and maximize commercial outcomes for LOM;
- Provide clients with expert financial advice and planning, including investments, banking products and credit;
- Deal with clients' complex queries and support clients with products through the Group; including (structured credit, derivative margin trading, direct access to trading desks for equity and FX forwards);
- Assist clients with many other issues including assisting them with introductions to professionals in the trust, corporate service or tax advice areas including giving them advice on residency relocations;
- Ensure full compliance with regulatory and internal requirements, and industry best practice;
- Control, and monitor risk of a client's portfolio as a trusted adviser;
- An advisor for all LOM wealth and portfolio products;
- Maintain up to date and global knowledge of financial products, economics, markets and risk. Use the information to support clients by identifying concerns and opportunities.
Requirements:
- At least five years' experience within wealth management/financial services;
- Real possibility of bringing a portable client base of offshore clients;
- Fluency in a second language is advantageous;
- US Series 7 or equivalent is essential;
- Experience in portfolio management, wealth structuring, financial planning, long-term relationship management and with an international clientele;
- Knowledge of all investment products in all asset classes is essential as well as an industry qualification is important;
- Regulated by and licensed to conduct investment business by the Securities Commission of the Bahamas and the Bermuda Monetary Authority.
We are looking for a highly skilled and experienced Investment Advisor to join our team at LOM Financial Group. If you have a passion for financial services and a desire to work with a leading investment firm, we encourage you to apply for this exciting opportunity.
