Investment Advisor
On-siteGeorge Town, George Town, Cayman Islands
Job Summary
Build and manage long-term client relationships as a trusted adviser across investment and wealth management needs. Provide tailored financial advice and portfolio solutions, identify opportunities across broad asset classes, and help clients achieve long-term objectives. Monitor portfolio performance and risk while ensuring compliance with applicable regulatory requirements. Leverage knowledge of global markets and economic trends to drive new client acquisition, deepen existing relationships, and deliver expert guidance on investments and wealth structuring. This role combines relationship management, business development, and portfolio oversight within a highly regulated environment, offering a clear succession path to Equity Partner status.
Required Qualifications
- Must have at least five years of experience in a similar wealth management role
- Experience within wealth management structuring
- Experience within performance measurement
- Experience within financial planning
- Experience within long-term relationship management
- Experience within dealing with a range of clientele
- Broad knowledge of investment products in all asset classes
Desired Qualifications
- A relevant professional qualification (i.e., CFA, CIM, FINRA)
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