JMMB BANK (JAMAICA) LIMITED
Open Positions (2)
Financial Partnership Manager (May Pen)
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.
Financial Partnership Officer
JMMB BANK (JAMAICA) LIMITED
The primary responsibility of the Financial Partnership Officer (FPO) is to deepen financial partnership with clients, utilizing expertise from within the JMMB Group to help clients in the Accumulation phase of their lifecycle achieve their goals and build their investment portfolio. The FPO’s key role is assisting clients in achieving their holistic financial objectives by conducting financial planning conversations, creating financial goal plans, and facilitating other necessary actions to support client to follow through on goal plans. Drive revenue growth by expanding the client base / reactivating the existing client base, managing relationships and offer solutions and services across JMMB’s suite of solutions and packages to help clients achieve their goals.