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Prestige IFA Careers Offshore
Century City
Cape Town, (South Africa)

Phone: +256 705 704 001
Web: http://www.ifa-jobs.com

Company Profile

International Financial Adviser - Caribbean

Job ID: 51066
Job Views: 18351
Location: Hamilton, Bermuda
Job Category: Private Banking and Wealth Management Jobs
Employment Type: Full time
Salary: Commission ony per month
Posted: 08.27.2018

Job Description

Our client needs experienced financial advisors in Bermuda and the British Virgin Islands.
You will ideally be UK Level 4 Diploma qualified.

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.

Job Requirements


  • 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


  • 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

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

Please note:  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. This is a client facing, sales and targets driven profession. Please only apply if you have the required qualifications and experience.Please don't send your CV for any other jobs of professions.

Web: http://www.ifa-jobs.com

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