Wealth Advisor
- Recruiter
- National Commercial Bank (NCB) Group
- Location
- Kingston (JM)
- Salary
- Competitive
- Posted
- 17 Apr 2019
- Closes
- 17 Apr 2019
- Ref
- 101268
- Job role
- Accountant
- Sector
- Accounting - Public practice
CORE FUNCTIONS: Offer first class customer experience and relationship management. Increase the Company's market share in the securities markets through prospecting, selling and cross-selling of the company's products and services. Appropriately measure risk tolerance and asset allocation of client portfolios while making sound investment recommendations. Collaborate with clients to preserve wealth and optimize income that will meet life long lifestyle and life cycle expectations. Generate targeted levels of revenues by appropriately distributing the company's product offerings. Provide and oversee administrative and operational support within assigned branch/location for the NCB Capital Markets clients. Build meaningful relationships across the NCB Financial Group to leverage opportunities - such as cross selling the company's products and services. Actively support the company's digital agenda QUALIFICATIONS AND EXPERIENCE: Bachelor's Degree in Finance, Business Administration, Accounting or any other related discipline Two (2) years' work experience in investment advisory/portfolio management at a financial institution Certified Financial Planner (CFP) Designation or candidacy is an asset ·
To see the full job description please click apply.
To see the full job description please click apply.