Wealth Advisor

The Wealth Advisor will develop strategies to increase market share in the assigned region by providing financial solutions to clients.

Role: Wealth Advisor

Company: JN Fund Managers Ltd.

 Location: Kingston, Jamaica

About us:

We are The Jamaica National Group Limited, representing a globally respected brand, boldly finding ways to enrich lives and build better communities. Our core values make us who we are and are demonstrated in everything we do; rooted in RESPECT we believe our everyday jobs contribute to something bigger than ourselves. We are dependable and pride ourselves in our authenticity and in the transparent solutions we create that bring value to our customers.

About the Role

As a Wealth Advisor, you will drive market share growth in your assigned region by delivering tailored financial solutions to clients. This role requires strong client relationship management, proactive sales strategies, and the ability to meet assigned sales targets. Frequent travel is required.

Key Responsibilities

Sales & Business Development

• Develop and execute annual sales plans to achieve targets.
• Build prospecting lists, conduct needs analyses and provide personalized financial planning.
• Sell financial solutions to individuals and corporations, meeting both value and volume targets.

Client Relationship Management

• Manage and optimize assigned client investment portfolios.
• Address and resolve customer queries and complaints promptly.
• Provide guidance aligned with company strategy and market trends.

Market Analysis & Strategy

• Analyze macroeconomic data to recommend suitable client solutions.
• Prepare and deliver compelling presentations as needed.

Requirements

• Bachelor's Degree in Finance, Business Administration, Marketing, or a related field.
• Licensed by the Financial Services Commission (FSC).

Special Skills & Qualifications

• Strong knowledge of financial products and investment strategies.
• Excellent sales, marketing, communication, and presentation skills.
• Proven track record of exceeding sales and profitability targets.

What’s in It for You?

• Competitive base salary & allowances, plus commission.
• Opportunities for professional growth and development.
• Be part of a dynamic team focused on delivering exceptional financial solutions.

Ready to make an impact? Apply by March 30, 2025 and take the next step in your career!