Senior Investment Advisor

About the role

We are looking for a dynamic Senior Investment Advisor to join our team and provide expert financial guidance to corporate clients and high‑net‑worth individuals. You will manage portfolios with investable balances of at least TT$500K, leveraging our GAMISL suite of mutual funds and identifying opportunities to upsell private‑wealth and merchant‑banking solutions.

Key responsibilities

• Develop and maintain relationships with HNWIs, corporate executives and business owners.
• Monitor redemptions, report performance, and ensure client satisfaction.
• Build referral networks and develop centers of influence.
• Conduct client portfolio reviews and follow up on enquiries.
• Identify and refer upsell opportunities to Private Wealth, Merchant Banking and other units.
• Stay current on GAM’s product offerings, policies, competitor activity and market trends.
• Perform additional duties as assigned by the Sales Manager.

Required profile

• First‑degree in Finance or a related field.
• Certified Financial Planner (CEP) designation.
• Minimum 5 years of experience in financial services, with at least 3 years of proven sales success serving corporate clients and HNWIs.
• Strong integrity, professionalism and the ability to work both independently and collaboratively.
• Excellent communication, presentation and time‑management skills.

Required skills

• Financial planning knowledge.
• Understanding of investment products and mutual‑fund structures.