Progressive Recruitment

Location: Bahamas

Salary:

RESPONSIBILITIES:

Responsible for managing the financial accounts of high net worth investors in Western Latin American markets
Make investment recommendations and provide portfolio management services
Advise clients regarding investment strategies for equities, fixed income, foreign exchange as well as hedging strategies and alternative asset management classes
Advise clients regarding investments in capital markets and identify potential considerations specifically in foreign exchange and interest rate/currency products
Advise clients on various financial services including letters of credit, corporate actions, escrow accounts and precious metals
Provide financial planning services to individual clients including trusts and estate planning
Maintain client relationships as well as identify opportunities for new advisory assignments in new markets
Monitor global financial market conditions including economic, political and legal environments to assess risk exposure
Research changing client needs, individually and by segment, as well as market trends/development to identify opportunities for client accounts to increase market share and profitability
Make recommendations for product development of new custom products and services to meet client needs
Identify and develop strategic business plans
Work closely with representative offices in Western Latin America and travel to client sites to conduct business activities and maintain key relationships

QUALLIFICATIONS & EXPERINCE:

Bachelors (or foreign education equivalent) in Business or Finance
7+ years of work experience, which must include the following: managing Western Latin American high net worth client portfolios and asset allocation; growth mentality, very proactive with clients; proven track record in building a book and developing existing clients; strong network of prospective clients in the region (Colombia, Venezuela, Ecuador or Central America)
Must be able to read, write and speak fluently in English and Spanish or Portuguese
Committed to work in the Bahamas for a minimum of 3 – 5 years
Has previously worked abroad and is able to quickly integrate and operate in a new and diverse environment