
LOM Financial Group is a leading full-service investment firm, with regulated affiliates in the Cayman Islands and the Bahamas. Our Investment Advisors source, develop, and advise upon a portfolio of assets from international high-net-worth clients. An LOM Investment Advisor develops long-term trusting relationships with clients by assessing their needs, responding to their queries, and supporting them, offering tailored advice on how to invest their available capital in suitable LOM products and services. These advisors also leverage these relationships to attract new clients to the firm. Responsibilities include serving as a primary point of contact for high-net-worth clients, coordinating new account openings, assisting with complex client queries, ensuring regulatory compliance, and inputting trades for various securities.
At least three years experience in a similar role in the securities trading, asset management, wealth management or private banking industries. US Series 7 or Canadian Securities Course is essential and required. A willingness and desire to learn portfolio management, wealth structuring, financial planning, and long-term relationship management with international clients. In-depth knowledge of investment products across all asset classes is essential. Excellent written and oral skills are essential. Fluency in a second language is advantageous.
If you are interested in this position, please email your CV to careers@LOM.com. Applications received after 21 July 2026 will not be considered.
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