Financial Partnership Manager - Haughton Branch
JMMB BANK (JAMAICA) LIMITED
The primary responsibility of the Financial Partnership Manager (FPM) is to deepen financial partnerships with clients by leveraging their expertise and the expertise of the wider JMMB Group to support clients in the Consolidation phase of their financial lifecycle to achieve their financial goals.
Provide Financial Planning advisory and Portfolio Management services to designated and potential High Net Worth (HNW) and other suitable Clients to assist in meeting their respective financial life goals, as well as to retain and deepen wallet share at JMMB.
Create Client’s Investment Policy Statements (IPS) and Financial Goal Plans (FP) and facilitate the implementation of action plans.
Serve as channel for new business development, including referrals within the JMMB group
Promote JMMB’s philosophy of the Vision of Love and its unique culture.
Engage in the transformation process for the continuous improvement of JMMB and its associated companies.
🗺️ Kingston and St. Andrew, Jamaica 💵 Not Disclosed 📜 Permanent
