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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 relationships and make a real impact in clients' financial lives.
- Qualifications: You need at least five years of experience in wealth management and a US Series 7 or equivalent.
- Other info: Fluency in a second language is a plus, and knowledge of all investment products is essential.
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
Network extensively within the financial services industry, especially in regions where LOM operates. Attend industry conferences and events to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Leverage your existing relationships with high net worth individuals. Reach out to them and discuss how you can assist them with their investment needs, showcasing your expertise in wealth management.
✨Tip Number 3
Stay updated on global financial markets and investment products. This knowledge will not only help you advise clients effectively but also demonstrate your commitment to providing top-notch service.
✨Tip Number 4
Consider obtaining additional certifications or qualifications that are recognized in the investment advisory field. This can enhance your credibility and make you a more attractive candidate for the role.
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 any previous roles where you developed long-term client relationships and managed portfolios.
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 your ability to build relationships and provide expert financial advice.
Showcase Relevant Qualifications: Clearly list your qualifications, including any industry certifications like US Series 7. If you are fluent in a second language, make sure to highlight this as it is advantageous for the role.
Demonstrate Knowledge of Financial Products: In your application, demonstrate your knowledge of various investment products and asset classes. Provide examples of how you've utilized this knowledge to support clients in the past.
How to prepare for a job interview at LOM Financial Group - Wealth Management
✨Showcase Your Client Relationship Skills
Since the role emphasizes building long-term relationships with clients, be prepared to discuss your experience in managing client relationships. Share specific examples of how you've successfully developed trust and rapport with clients in the past.
✨Demonstrate Your Financial Expertise
Highlight your knowledge of various financial products and investment strategies. Be ready to discuss market trends and how you can leverage this knowledge to provide tailored advice to high net worth clients.
✨Prepare for Regulatory Questions
Given the importance of compliance in this role, familiarize yourself with relevant regulations and best practices in the investment industry. Be prepared to discuss how you ensure compliance in your previous roles.
✨Network and Cold Calling Experience
Since attracting new clients is a key responsibility, share your experiences with networking and cold calling. Discuss any successful strategies you've used to build your client base and how you plan to apply them at LOM.
