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Full-time International Financial Advisor

at Jobisite in Hamilton

My client is a long standing regulated offshore IFA with three jurisdictions in the Caribbean.
They’re looking for an experienced candidates in the Cayman Islands also their Bermuda offices.

As a financial adviser you will act as an intermediary between the company and its customers. You will provide their clients with financial guidance and make financial planning recommendations on how to best save and invest their money in the international market place.

This is a high profile role with a high degree of interaction with a wide HNI audience. Regular networking is an important part of the job and the Advisor is expected to keep abreast of current economic conditions and market regulations to settle into the appropriate target groups. Networking is very much encouraged, as it is a reliable driver of new business, so the ability to artfully socialise would be of benefit.

RESPONSIBILITIES:

Provide strategic advice across a variety of financial products and services
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Keep abreast of new industry’s trends and research market to back up financial consulting

REQUIREMENTS:

Proven working experience as a UK Level 4 qualified financial adviser
Track record of successful financial guidance
Ability to analyze market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
The position is commission-only, but with a three month advance against commission to assist.

A fantastic opportunity to live and work in a tropical paradise.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. This is not a position for new entrants to the industry. Experience working in international wealth management business is a requirement. This position is also NOT for someone from the accounting / auditing or financial management profession.
Reference : International Financial Advisor jobs


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Published at 10-01-2021
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