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- Tasks: As an Investment Advisor, you'll build and manage client portfolios while providing expert financial advice.
- Company: Join LOM Financial Group, a top-tier investment firm with a global presence and a strong reputation.
- Benefits: Enjoy a competitive salary with bonuses, plus opportunities for rapid salary growth based on performance.
- Why this job: This role offers the chance to develop long-term client relationships and make a real impact in wealth management.
- Qualifications: You need at least five years of experience in financial services and a US Series 7 or equivalent.
- Other info: Fluency in a second language is a plus; bring your portable client base for even more success!
The predicted salary is between 80000 - 240000 £ per year.
Salary range – USD$100,000 – USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus.
Starting Salary Range $100,000 which will rise quickly with an increase of AUM.
The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands and the Bahamas. Headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, LOM truly has the global presence to meet client needs.
Our Investment Advisors source, help build and advise upon a portfolio of assets from international high net worth clients. A LOM Investment Advisor develops long term relationships with our clients and is their trusted adviser. Our Investment Advisors develop these long-term relationships by assessing our clients’ needs, responding to their queries, and supporting them by helping them invest their available capital in suitable LOM products and services tailored to their individual needs. They also utilise relationships to attract new clients to the firm.
Key Responsibilities and Attributes:
· 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 maximise 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.
We are looking for candidates with at least five years’ experience within wealth management/financial services and with a possibility of bringing a portable client base of offshore clients. Being fluent in a second language is advantageous. US Series 7 or equivalent is essential. Candidates must have 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.
LOM is regulated by and licensed to conduct investment business by the Securities Commission of the Bahamas and the Bermuda Monetary Authority.
Investment Advisor (based in Bermuda) employer: LOM Financial Group - Wealth Management
Contact Detail:
LOM Financial Group - Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor (based in Bermuda)
✨Tip Number 1
Networking is key in the investment advisory field. Attend industry events, seminars, and conferences to meet potential clients and other professionals. Building a strong network can help you attract high net worth clients.
✨Tip Number 2
Stay updated on global financial markets and investment products. This knowledge will not only help you provide expert advice but also position you as a trusted advisor to your clients, which is crucial for long-term relationships.
✨Tip Number 3
Leverage your existing relationships to gain referrals. Satisfied clients are often willing to introduce you to their network, which can significantly expand your client base and increase your assets under management.
✨Tip Number 4
Consider obtaining additional certifications or qualifications relevant to wealth management. This not only enhances your credibility but also demonstrates your commitment to professional development, making you a more attractive candidate.
We think you need these skills to ace Investment Advisor (based in Bermuda)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and financial services. Emphasize your ability to build long-term client relationships and your knowledge of investment products across all asset classes.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment advising and your understanding of the unique needs of high net worth clients. Mention any portable client base you may bring and how your skills align with LOM's goals.
Showcase Relevant Experience: Detail your previous roles in portfolio management and financial planning. Provide specific examples of how you've successfully managed client portfolios and achieved growth targets.
Highlight Language Skills: If you are fluent in a second language, make sure to mention this in your application. It can be a significant advantage when dealing with an international clientele.
How to prepare for a job interview at LOM Financial Group - Wealth Management
✨Showcase Your Experience
Make sure to highlight your five years of experience in wealth management and financial services. Be prepared to discuss specific examples of how you've successfully managed portfolios and built long-term relationships with clients.
✨Demonstrate Your Knowledge
Stay updated on the latest financial products, market trends, and economic factors. During the interview, share insights on how this knowledge can help you identify opportunities and address client concerns effectively.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle complex client queries or situations. Think of examples where you've provided expert financial advice or navigated challenging client interactions.
✨Network and Relationship Building
Discuss your strategies for attracting new clients and expanding existing relationships. Be ready to explain how you leverage networking and cold calling to achieve established targets for new clients and portfolio growth.
