LOM Financial Group is a leading 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, develop, and advise upon a portfolio of assets from international high-net-worth clients. An LOM Investment Advisor develops long-term trusting relationships with clients by assessing their needs, responding to their queries, and supporting them, offering tailored advice on how to invest their available capital in suitable LOM products and services. These advisors also leverage these relationships to attract new clients to the firm.
Achieve established targets for new clients, net portfolio growth, assets and revenues. Build new client relationships through networking and prospecting, while developing existing relationships to increase client investment in LOM products and maximize commercial outcomes. Provide clients with expert financial advice and planning, covering investments, banking products and credit solutions. Address complex client queries and offer comprehensive support for LOM products, including structured credit, derivative margin trading, and direct access to equity and FX forwards. Assist clients with a wide range of issues such as introductions to professionals in the trust and corporate service or tax advice areas, including advice on residency relocations. Ensure full compliance with regulatory and internal requirements, as well as industry best practice. Monitor and control client portfolio risks as a trusted advisor. Serve as an advisor for all LOM wealth and portfolio products. Maintain a current, global understanding of financial products, economics, markets, and risks, using this knowledge to identify opportunities and address client concerns.
A preference towards people with experience in wealth management or financial services. Business Degree and a minimum of 5+ years experience. Fluency in a second language is advantageous. US Series 7 qualification (or equivalent) is essential and must be achieved within 3 months of starting. A willingness and desire to learn portfolio management, wealth structuring, financial planning, and long-term relationship management with international clients. In-depth knowledge of investment products across all asset classes is essential. An industry qualification is highly desirable. Annual gross base salary USD $90,000 - $100,000 with 50% healthcare cost reimbursed, 5% pension and vacation. Monday to Friday ; Working hours: 162.5hrs per month. Interested in applying? If you are interested in this position, please email your CV to careers@LOM.com.
20 days remaining
