JMMB Investments T&T Limited a member of the JMMB Group is seeking to fill the position of Investment Advisor.
JOB SCOPE:
The Investment Advisor will be responsible for interviewing clients, hearing their concerns, assesses the situation and providing financial advice for the development of their respective investment portfolios towards helping them meet their financial goals. Through this process Group products and services are promoted and sold.
MAIN DUTIES AND RESPONSIBILITIES:
EDUCATION, TRAINING & WORK EXPERIENCE REQUIRED:
Proven track record in sales and in building a portfolio of clients
Working knowledge of financial sector instruments, laws, regulations, ethics and professional jargon.
Experience in the development of personal financial plans and investment products
High level of computer literacy and skills.
High level of oral and written communication skills. Alert to non-verbal communication.
Minimum of five years’ working experience, preferably in a sales role within a financial institution
First Degree in Business, Finance or Economics or Equivalent
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