Wealth Adviser (Kingston, Jamaica) - VM Wealth Management

Wealth Advisor (Victoria Mutual Wealth Management Limited)

Summary

To establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solutions.

Details

DUTIES & RESPONSIBILITIES:
Provide financial advice to clients and prospects, aimed at building a profitable and diversified portfolio.
Contribute to the revenue generation targets of the Business Development Unit through concentrated and focused business development activities including networking, cold-calling, prospecting and leads generation.
Actively seek to build and manage a portfolio for clients, recommending from our suite of financial products and services in keeping with their individual risk profile, objectives and lifestyle.
Build and maintain a profitable client base through active prospecting and relationship management, ensuring timely and constant communication is maintained at all times.
Interview clients to obtain information required for financial planning. Analyzes information obtained and determines strategies to be employed in meeting clients' financial goals.
Research and investigate available investment opportunities to determine suitability with financial plans and make recommendations accordingly.

QUALIFICATION & EXPERIENCE:

B.Sc., Business Administration, Economics, Finance or any othe related field.
Minimum of two (2) years’ sales and relationship management experience in the financial services industry.
Licensed by the Financial Services Commission (FSC) or suitable candidate for licensing

KNOWLEDGE & COMPETENCIES:

Excellent communication skills (written and oral).
Ability to handle information in a confidential and professional manner.
Proactive, action oriented and flexible, with good work attitude and interpersonal skills.
Ability to plan and execute in a timely manner.
Sound knowledge of the applicable laws governing the financial services industry.
Strong analytical and negotiating skills.

Application Deadline Tuesday, October 20, 2020.

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