• Search
    Jamaicans.com News and Events

Jobs in Jamaica: Senior Investment Advisor

Spread the love

LOCATION: Bank of Nova Scotia, Kingston

DESCRIPTION: Contributing to Scotia Investment’s overall success by contributing to the quality and effectiveness of the organization’s sales efforts; Contribute to growth of the Wealth Management; Providing excellent financial advice to existing and new investment clients; Providing complete portfolio planning for clients in line with their goals and preparing reviews for existing clients; Reviewing clients’ portfolios and recommending adjustments in strategy in line with changing market conditions or changing client needs; Marketing and selling all products and services of the company to both existing and prospective clients to achieve set targets with respect to volumes and profits; Conducting group and individual presentations as requested; Ensure the delivery of customer service fosters overall customer satisfaction; Ensuring customers’ requests are promptly and efficiently processed, and decisions conveyed to customers; Assisting with the effective monitoring of the sales delivery processes; Meet regulatory, compliance and bank policies and procedures for customer transactions

QUALIFICATIONS:A first degree in Business Administration, Finance or a related discipline  with at least three years’ experience in the field of wealth management; Must be a licensed Dealer Representative and completed the Mutual Funds selling/certification and Jamaican Securities courses; Thorough knowledge of the investment market and customer life cycle; Excellent networking, communication and client relationship building skills; Proven track record in client acquisition, retention and cross-selling with specific emphasis on strategies to grow clients portfolios

CONTACT INFORMATION: Senior Vice President, Human Resources, The Bank of Nova Scotia Jamaica Limited, Scotiabank Centre Corner of Duke and Port Royal Streets, P.O. Box 709, Kingston, Jamaica W.I.

APPLICATION DEADLINE: April 05, 2013

Rate this post

Spread the love
Written by
Staff Writer
View all articles
Cannot call API for app 591315618393932 on behalf of user 10157562959428589
Written by Staff Writer