Investment Advisor, Jamaica

Caribbean Jobs Online

Manage customer arrivals and out calls to proactively identify customer needs in investment and money management solutions. Details

Duties & Responsibilities:
The Investment Advisor will assess clients’ assets, liabilities, cash flow, tax status and financial objectives towards establishing investment strategies, as well as:
• Build and maintain client bases through active prospecting and relationship management, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Contact clients periodically to determine changes in financial status.
• Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information towards developing financial plans.
• Monitor financial market trends to ensure plans are effective and identify necessary updates.
• Prepare and interpret information such as investment performance reports, financial document summaries, and income projections.
• Recommend strategies towards achieving financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Research and investigate available investment opportunities.

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