Wealth Advisor - Montego Bay (Fairview)

Summary

Responsible for all client liaison and the delivery of exceptional client service. Develop new and grow long-term client relationships. Support the Company's overall strategic sales and marketing plan by focusing on targeted markets and desired groups and achieve set goals and targets for growth of client base and portfolio value.

Responsibilities

• • Develop strategies to target new clients including presentations, cold calling, networking, visits or through an introductory basis established by the Marketing Department or any other means.
• • Ensure client service is delivered at the highest standards in adherence with guidelines set.
• • Advise potential investors of the company’s products and services, negotiate portfolio strategies and investment terms.
• • Resolve client issues and escalate as necessary.
• • Initiate relevant documentation for opening accounts and on-boarding new clients in accordance with the company’s guidelines.
• • Participate in various client events and marketing promotions in the Region.
• • Conduct presentations to prospective clients and groups.
• • Be responsible for retention and growth of existing client relationships and deepen those relationships through cross-selling and up-selling.
• • Adhere to operational policies and procedures with regards to carrying out client transactions. Monitor and ensure clearance of clients’ settlement accounts within stipulated time frames.
• • Perform other job-related duties assigned from time to time.

Required Skills

• • Sound understanding of financial sector instruments and the regulatory environment.
• • Strong selling, negotiating, customer service and inter-personal skills.
• • Excellent public speaking and communication skills.
• • Ability to work independently as well as in a team environment.
• • Ability to understand and deal with clients’ individual needs and requirements.
• • High level of professionalism and ethical standards.
• • Sound knowledge of computer software packages including word processing and spreadsheet applications.

Qualifications

• • Bachelor’s degree in Business Administration, Management Studies, Marketing or a relevant discipline from a recognized tertiary institution.
• • At least 3 years’ working experience in a similar position.
• • Completion of the Jamaica Securities Course.

Share This Job