The Agency Cayman
Senior Wealth Adviser (relocate to the Isle of Man)
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Job Description
Our client is an established, international financial institution providing bespoke banking and asset management services to a global clientele of affluent individuals and families. Known for its stable history and client-centric approach, the firm offers a comprehensive suite of structured wealth solutions, portfolio management, and specialized credit services.
The organization is recognized for fostering a workplace culture built on teamwork, career development, and a high standard of professional ethics. Due to sustained market growth in the Isle of Man, they are currently looking to hire experienced Wealth Advisers to join the business.
The Isle of Man, is safe, beautiful, has a low cost of living & low tax (20% flat rate) and with it's small, affluent population, it's the perfect location for a wealth adviser. It's a short flight to all major UK airports so visiting home at the weekends is easy.
The Role
This is a senior-level advisory position focused on managing and expanding an established portfolio of affluent private clients. Operating within a strict regulatory framework, the successful candidate will deliver strategic, compliant financial guidance to achieve optimal client outcomes.
The position suits an experienced individual contributor who thrives on commercial delivery, client retention, and market growth. While primarily focused on personal portfolio performance, the individual will serve as a senior figure within the office, mentoring junior colleagues and championing best practices across the wider advisory team.
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Primary Responsibilities
- Portfolio Management: Serve as the principal relationship lead for a dedicated book of private clients, managing all ongoing service delivery and advice.
- Strategic Advice: Construct and deliver compliant financial solutions spanning investments, wealth structures, and lending options in strict accordance with industry regulations and internal governance.
- Business Growth: Proactively identify opportunities to expand the current portfolio by securing new client acquisitions and deepening asset share through professional networks and external referrals.
- Cross-Functional Collaboration: Partner with in-house technical specialists to deliver holistic financial planning and coordinate complex solutions for sophisticated client requirements.
- Team Leadership: Act as a senior professional within the office environment; provide guidance, performance mentoring, and occasional line-management support to relationship executives and junior advisers.
- Risk & Compliance: Maintain meticulous documentation for all advice provided, ensuring total adherence to suitability requirements, conduct risk policies, and regulatory expectations.
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Background and Experience
- Extensive experience working within a private bank, wealth management firm, or premier financial advisory practice.
- Proven track record of managing and advising high-net-worth client portfolios with complex, multi-jurisdictional financial needs.
- Demonstrated ability to meet asset growth and commercial targets through proactive relationship building and professional networking.
- Thorough understanding of regulatory compliance, advice suitability frameworks, and risk management.
Qualifications & Professional Standing
- For Senior Level: RDR-compliant investment qualification – Minimum Level 6 (Essential).
- For Mid-Level: RDR-compliant investment qualification – Minimum Level 4, with a clear commitment to progressing toward Level 6 (Essential).
- Regulated lending qualifications (such as CeMAP or equivalent) are highly advantageous.
- Full commitment to ongoing CPD and maintaining valid regulatory standing within the jurisdiction.
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