For 140 years the Victoria Mutual Building Society has been helping individual and corporate Members and clients build better lives for their families, grow their businesses, find a place to call home, save and invest for retirement, and secure their legacies. Whether you’re at the start, middle or rounding the last corner of your journey we’ll connect you to solutions you need, help you avoid the pitfalls and keep track of your progress. We’ll celebrate every milestone with you on your awesome journey towards Financial Independence.
Building on its enviable tradition, the organisation has undertaken a transformation process with the goal of becoming a more adaptable, nimble and diversified financial institution that can operate successfully in a liberalised and globalised environment. This will involve taking advantage of new innovations, creating an empowered and motivated workforce and adopting a customer-centric approach to business. New vision and mission statements and core values have also been developed to guide the Team Members of the Victoria Mutual Group in achieving these objectives. The organisation is committed to being an Employer of Choice, supported by a robust Talent Management Programme which is structured to promote professional growth for Team Members. The Victoria Mutual Group includes The Victoria Mutual Building Society, Victoria Mutual Property Services Ltd., Victoria Mutual Wealth Management Ltd., VM Money Transfer Services Ltd. and Victoria Mutual Pensions Management Ltd.
VISION
To be the leading Caribbean-based mutual provider of financial services
MISSION
We are a mutual financial organisation, whose purpose is to empower our Members globally to acquire their own homes and achieve their financial independence by providing innovative solutions and excellent service, delivered by a highly competent and engaged Team and through multiple channels. We are committed to partnering with our communities to improve quality of life.
CORE VALUES
Member Focus
Integrity
Teamwork
Innovation
Excellence
The Senior Manager will have financial responsibility for VMIL, VMWM, the existing Unit Trust with its eight (8) funds, plus the Unit Trust to be created in 2023 as well as the RFI funds acquired by VM in Barbados.
The Senior Wealth Advisor will establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solution; and meeting financial objectives by actively selling and cross selling all products and services of the company.
The Wealth Advisor will establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solutions; meet financial objectives by actively selling all products and services of the company.