Senior Wealth Managers

Company: Insurance and Financial Services
Location: Hamilton, Bermuda
Send application to: frank@bermuda4u.com

On behalf of a leading provider of insurance and financial services in Bermuda, we are seeking Senior Wealth Managers to join their professional sales team on the Island. The successful candidates will be responsible for providing a full selection of financial services, products and advice to a unique client base in Bermuda.

Responsibilities will include:

• Generating assets under management through the direct sale of financial products and services.
• Developing corporate and private client prospects, while managing and growing existing client base.
• Conducting presentations for existing and potential clients

Requirements:

• 10+ years of sales focused experience within the investment industry
• Relevant professional designations such as Series 6, Series 7, CFP
• Thorough understanding of all aspects of investments
• Knowledge and experience preparing financial plans based on CFP board standards an asset

Our client offers a very compensation package subject to only 4.75% tax and a full range of benefits.